|
Calculators
This section provides interactive financial calculators that can assist you in understanding your financial needs and how you can address those needs using various financial and investment plans.
Education Planning
- College Savings
Use this calculator to help develop or fine tune your education savings plan.
|
Retirement Planning
- 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 cannot afford to pass up.
- 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. See how a 403(b) can work for you with this calculator.
- 72(t) Distribution Calculator
IRS Rule 72(t) allows for penalty-free, early withdrawals from retirement accounts. With this calculator, you can determine your allowable 72(t) distribution and see how it can help
fund your early retirement.
- Required Minimum Distribution Calculator
Use this calculator to determine your Required Minimum Distribution (RMD) — the minimum amount you must withdraw from your retirement accounts annually, starting at age 70 1/2.
- Retirement Planner
Quickly determine if your retirement plan is on track — and learn how to keep it there.
- 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 shortfall in your
current retirement savings plan.
- Roth IRA Conversion Calculator
This calculator will show the advantage, if any, of converting your Traditional IRA to a Roth.
- Roth vs. Traditional IRA Calculator
Use this calculator to determine which IRA may be right for you.
|
|
|
