Use the calculators below to plan your financial future.

401(k) Net Unrealized Appreciation vs. Rollover
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.

401(k) Savings 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 can not 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) 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.

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 can not 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.

72(t) Distribution Impact
This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.

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.

Individual 401(k) Contribution Comparison
Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.

Individual 401(k) Savings Calculator
Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

Pension Plan Retirement Options
Use this calculator to help decide between joint survivorship and single survivorship pension options.

Required Minimum Distributions
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.

Required Minimum Distributions for Current Year
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.

Retirement Contribution Effects on Your Paycheck
Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.

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 Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there.

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.

RMD & Stretch IRA Calculator
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

Roth 401(k) or Traditional 401(k)?
Starting in 2006, you may have the option to contribute to Roth 401(k). Use this calculator to help determine if a Traditional 401(k) or Roth 401(k) might be best 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 vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.

Social Security Benefits
Use this calculator to estimate your Social Security benefits.

Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?

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