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If you're planning for retirement, realistic calculations can be more helpful than relying on speculation. Use our calculators to refine your plan for retirement and compare your investment options.
Find answers to your most important questions about retirement. Whether you are just starting out, already retired, or somewhere in between, this tool can help you plan, invest and manage your retirement investments. Approximate Time: 20 Minutes
Changing jobs? There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you in taxes and lost earnings. Find out the impact of spending or saving your 401(k) balance. Approximate Time: 5 Minutes
See how establishing or increasing periodic 401(k) contributions can affect you take-home pay and potential retirement savings. Approximate Time: 5 Minutes
Explore hypothetical scenarios of taking a loan from your plan and the effect it may have on the future value of your retirement account balance. Approximate Time: 5 Minutes
Receive estimates based on your actual Social Security earnings record. Approximate Time: 10 Minutes
Use this calculator to compare a Roth IRA to a Traditional IRA. Approximate Time: 5 Minutes
Analyze the effect of converting your Traditional IRA to a Roth IRA. Approximate Time: 5 Minutes
Estimate the required minimum distributions under IRS rules for your traditional IRA. Approximate Time: 5 Minutes
Determine the difference between spending your IRA now or saving it for when you retire. Approximate Time: 5 Minutes
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.