401(k) Calculator A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
401(k) Spend It or Save It Calculator There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
403(b)/457/401(k) Savings Calculator A 403(b)/457/401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
457 Plan Withdrawal Calculator Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account.
72(t) Calculator The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
72(t) Distribution Impact This calculator is designed to examine the effects of 72T distributions on your retirement plan balance.
Company Stock Distribution Analysis Calculator If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
Required Minimum Distribution (RMD) Use this calculator to determine your Required Minimum Distribution (RMD) and estimate future required distributions.
Retirement Income Calculator Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Planner Calculator Quickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Shortfall Calculator Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
RMD & Stretch IRA Calculator Use this calculator for a spouse beneficiary (assumes spouse rolls to own IRA) or owner's death was post 2019 and the beneficiary is a Designated Beneficiary.
Should you borrow from a 401(k) or 403(b)? The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.
Payroll Flexible Spending Account (FSA) Calculator Use this calculator to see how participating in Flexible Spending Account (FSA) contributions can help you pay less tax, and increase your net take home pay.
Savings Calculators
Don't Delay Your Savings! Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.
Savings Goal Calculator What will it take to reach your savings goal? This financial calculator helps you find out.
Health Savings Account (HSA) Goal Calculator Are you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal.
Health Savings Accounts (HSA) Employer Benefit This calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees.
¿401(K) Roth o 401(k) Tradicional? Comenzando en el año 2006, usted podría tener la alternativa de aportar a un 401(k) Roth. Utilice esta calculadora para determinar que le conviene más: aportar a un 401(k) Roth o un 401(k) Tradicional.
Ahorre o Gaste su 401(k) Existen varias alternativas para manejar su dinero del 401(k) cuando en caso de que usted deje de trabajar para un patrono. Tomar la decisión incorrecta podría costarle miles de dólares en impuestos o pérdida de potencial de ganancia.
Apreciación Neta No-Realizada del 401(k) vs. Transferencias Si usted es dueño de acciones de su compañía a través de su plan de
jubilación usted podría tomar ventaja de utilizar la tasa contributiva
sobre ganancias de capital largo plazo en vez de una tasa de impuestos sobre
ingreso ordinario.
Beneficios del Seguro Social ¿Cuánto podría recibir del Seguro Social? Use esta calculadora para estimar rápidamente sus beneficios.
Calculadora de Ahorros 401(k) Un plan 401(k) puede ser una de sus mejores herramientas para crear una jubilación segura. Use esta calculadora para ver porque éste es un plan de ahorro para la jubilación que usted no puede dejar pasar.
Calculadora de ingresos para la jubilación Utilice esta calculadora para determinar cuánto ingreso mensual le proveerá su ahorro para la jubilación en el momento de su retiro.
Calculadora IRA Roth Utilice esta calculadora para comparar la IRA ROTH con una inversión común sujeta a impuestos
Impacto de Distribuciones 72(t) Esta calculadora esta diseñada para examinar el efecto que tiene una distribución 72(t) sobre el balance de su plan de jubilación.
La Calculadora 72T La regla del IRS 72T permite anticipos de cuentas de jubilación libre de penalidades. Use esta calculadora para determinar su anticipo 72T permitido y cómo éste le puede ayudar a cubrir sus gastos en su jubilación prematura.
Planificador para Jubilación Determine si su plan de jubilación va por buen camino y aprenda como mantenerlo en curso.
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Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
