Retirement Calculators

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

Retirement Pension Planner
Plan your retirement with a company pension.

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

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 short fall in your current retirement savings plan.

Retirement Income Calculator
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.

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

Roth IRA Transfer
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 is right for you.

Variable Annuity Calculator
How can a variable annuity help you save for retirement? Use this calculator to find out.

How important is Social Security?
Use this calculator to determine how losing this important retirement asset could affect you.

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.

403(b) Savings Calculator
If you are an employee of a non-profit tax-exempt organizations of a 403(b) can be one of your best tools for creating a secure retirement.

72T 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.

Required Minimum Distributions
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.

Beneficiary Required Minimum Distributions
Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.