Calculators

Retirement Calculators

This section contains general information that may not be suitable for your particular situation or circumstances. Although useful, generalizations are not a substitute for personalized advice.

IRS Circular 230 requires us to inform you that any statements contained herein are not intended or written to be used, and cannot be used, by you or any other taxpayer, for the purpose of avoiding any penalties that may be imposed by federal tax law.

Please try our wide variety of interactive financial problem solvers. Simply enter your criteria and you’ll get your questions answered with dynamic graphs and personalized reports.

Retirement Planner
Do you know what it will take to create a healthy retirement? Use this interactive problem solver to help you create your retirement plan.

Cost of Delaying Savings
This calculator helps show you how much postponing your retirement savings plan can really cost you.

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

Social Security Benefits Estimator
Estimate how much money you’ll receive from Social Security when you retire.

Traditional IRA Calculator
An IRA can be an effective retirement tool. Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth.

Required Minimum Distribution
The IRS requires that you withdraw at least a minimum amount – known as a Required Minimum Distribution – from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning.

Roth IRA Calculator
Creating a Roth IRA can make a big difference in your retirement savings. See how much more money you’ll potentially have at retirement with this Roth IRA calculator.

Roth IRA Transfer Evaluator
The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA.

Variable Annuity Calculator
Contributing to a Variable Annuity creates long term tax deferred growth. See how a Variable Annuity might fit into your retirement plan.

Become A Millionaire
What will it take to save one million dollars? Enter in your current savings plan and view graphically your financial results for each year until you retire!