Retirement Calculators

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.

Most Popular Calculators

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Retirement Planner

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

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Cash Out Calculator

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

401(k) Contribution Effects on Your Paycheck

401(k) Contribution Effects on Your Paycheck

See how establishing or increasing periodic 401(k) contributions can affect you take-home pay and potential retirement savings.
Approximate Time: 5 Minutes

Other Retirement Calculators

Borrowing from a 401(k) or 403(b)

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

Social Security Administration's Retirement Estimator 

Receive estimates based on your actual Social Security earnings record.
Approximate Time: 10 Minutes

IRA Calculators

Roth IRA vs Traditional IRA

Use this calculator to compare a Roth IRA to a Traditional IRA.
Approximate Time: 5 Minutes

Roth IRA Conversion Calculator

Analyze the effect of converting your Traditional IRA to a Roth IRA.
Approximate Time: 5 Minutes

Required Minimum Distribution

Estimate the required minimum distributions under IRS rules for your traditional IRA.
Approximate Time: 5 Minutes

IRA Spend It or Save It

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.