CALCULATORS
Qualified Plans
Interactive calculators to help you plan and make informed decisions about qualified plans.
Evaluate My Company Pension Payout Options
Compares Single Life and Joint Survivor options.
What Is the Impact of Borrowing From My 401(k) Plan?
Shows the effect of a loan against your 401(k).
What Is the Impact of Early Withdrawal From My 401(k)?
Illustrates the cost of an early hardship withdrawal.
Self-Employed Retirement Plan Maximum Contribution Calculator
Calculates max contributions from net Schedule C or K-1 earnings.
What Are My Stretch IRA Distributions?
Shows how a beneficiary can stretch IRA proceeds.
How Much Can I Contribute to an IRA?
Estimates Traditional or Roth contribution limits.
How Much Retirement Income May My IRA Provide?
Projects IRA retirement income under different assumptions.
Should I Convert to a Roth IRA?
Weighs the tradeoffs of a Roth conversion.
What Will My Qualified Plan(s) Be Worth at Retirement?
Projects accumulation from regular contributions.
What Is My Current Year Required Minimum Distribution?
Calculates the current year RMD.
What Is My Projected Required Minimum Distribution?
Estimates future RMDs.
What Are My Lump Sum Distribution Options?
Outlines lump sum distribution options.
How Do I Maximize My Employer 401(k) Match?
Helps capture the full employer match.