Retirement Plan Calculators

Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

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.
Required Minimum Distributions
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.
Retirement Pension Planner
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
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.
Roth 401(k) or Traditional 401(k)?
Starting in 2006, you may have the 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.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.