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Retirement Savings and Planning Calculators
| 403(b) Savings Calculator | If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement. |
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| 457 Savings Calculator | A 457 plan 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. |
| 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. |
| Beneficiary Required Minimum Distributions | Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account. |
| How Important is Social Security? | Use this calculator to determine how losing this important retirement asset could affect you. |
| How long will my retirement savings last? | Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals. |
| Pension Plan Retirement Options | Use this calculator to help decide between joint survivorship and single survivorship pension options. |
| Required Minimum Distribution (RMD) | Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements. |
| Retirement Income | Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. |
| Retirement Pension Planner | Plan your retirement with a company pension, find out if you are on track - and learn how to stay there. |
| Retirement Plan Withdrawal | Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account. |
| Retirement Shortfall | 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. |
| Roth 401(k) vs. Traditional 401(k) | Use this calculator to determine which 401(k) contribution type might be right for you. |
| Roth IRA Calculator | Use this calculator to compare the Roth IRA to an ordinary taxable investment. |
| Roth IRA Conversion | This calculator will show the advantage, if any, of converting your IRA to a Roth. |
| Roth IRA vs. Traditional IRA | Use this calculator to determine which IRA may be right for you. |
| Traditional IRA Calculator | How can contributing to a regular IRA help you in your retirement? |