Retirement Calculators

Retirement Account Contribution Accelerator

Use this calculator to see how increasing your contributions to qualified retirement plan help save for your retirement.
Open Calculator

Retirement Contribution Effects on Your Paycheck

Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.
Open Calculator

Retirement Income

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

Retirement Nestegg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
Open Calculator

Retirement Pension Planner

Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Open Calculator

Retirement Plan Withdrawal

Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account.
Open Calculator

Retirement Planner

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

Retirement Planner with Retirement Earnings

Plan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there.
Open Calculator

Retirement Shortfall

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.
Open Calculator

RMD & Stretch IRA Calculator

Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Open Calculator

Roth (after-tax) Account or Pre-Tax Account?

Starting in 2006, you may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you.
Open Calculator

Roth 401(k) vs. Traditional 401(k)

Use this calculator to determine which 401(k) contribution type might be right for you.
Open Calculator

Roth 403(b) vs. Traditional 403(b)

Use this calculator to determine which 403(b) contribution type might be right for you
Open Calculator

Roth IRA Calculator

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

Roth IRA Conversion

This calculator will show the advantage, if any, of converting your IRA to a Roth.
Open Calculator

Roth IRA Conversion with Distributions

Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Open Calculator

Roth IRA vs. Traditional IRA

Use this calculator to determine which IRA may be right for you.
Open Calculator

Roth vs. Traditional 401(k) and your Paycheck

See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.
Open Calculator

Should you Borrow From a 401(k) or 403(b)?

The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.
Open Calculator

Social Security Benefits

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

Traditional IRA Calculator

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

401(k) 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.
Open Calculator

401(k) Savings with Profit Sharing

Use this calculator to how a 401(k) with profit sharing plan can help you save for retirement..
Open Calculator

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.
Open Calculator

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.
Open Calculator

457 Plan Contribution Effects on Your Paycheck

Use this calculator to see how increasing your contributions to a 457 plan can affect your paycheck as well as your retirement.
Open Calculator

457 Plan Withdrawal

Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account.
Open Calculator

457 Plan: Roth vs. Pre-tax

Use this calculator to help determine whether a Roth or Pre-tax 457 might be best for you.
Open Calculator

457 Savings Calculator

A 457 plan 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.
Open Calculator

72(t) 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.
Open Calculator

72(t) Distribution Impact

This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
Open Calculator

Beneficiary Required Minimum Distributions

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

Company Stock Distribution Analysis Calculator

If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
Open Calculator

How Important is Social Security?

Use this calculator to determine how losing this important retirement asset could affect you.
Open Calculator

How long will my retirement savings last?

Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
Open Calculator

Individual 401(k) Contribution Comparison

Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.
Open Calculator

Individual 401(k) Savings Calculator

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.
Open Calculator

IRA Spend It or Save It Calculator

Spending your IRA before your retire can be a costly decision. See how taking your out IRA early could cost you thousands of dollars both in taxes and lost earnings.
Open Calculator

Pension Plan Retirement Options

Use this calculator to help decide between joint survivorship and single survivorship pension options.
Open Calculator

Required Minimum Distribution (RMD)

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Open Calculator

Required Minimum Distribution (RMD) for Current Year

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Open Calculator

IRS Urges Taxpayers to Choose Tax Preparers Carefully to Protect Data (IR-2025-21)

The IRS reminded taxpayers to choose the right tax professional to help them avoid tax-related identity theft and financial harm. […]

Read More
IRS Urges Taxpayers to Choose Tax Preparers Carefully to Protect Data (IR-2025-21)

IRS Offers Top Tips to Make Tax Time Easier (IR-2025-19)

The IRS provided six tips to help taxpayers file their 2024 tax returns more easily. Taxpayers should follow these steps […]

Read More
IRS Offers Top Tips to Make Tax Time Easier (IR-2025-19)

IRS Highlights Essentials for Tax Filing (IR-2025-23)

The IRS encouraged taxpayers to make essential preparations and be aware of significant changes that may affect their 2024 tax […]

Read More
IRS Highlights Essentials for Tax Filing (IR-2025-23)

FL - Guidance provided for insurers that pay the state fire marshal regulatory assessment

Guidance is provided for property and casualty insurers that write inland marine insurance and pay the State Fire Marshal Regulatory […]

Read More
FL - Guidance provided for insurers that pay the state fire marshal regulatory assessment

2025 Standard Mileage Rates Released (Notice 2025-5; IR-2024-312)

The IRS released the optional standard mileage rates for 2025. Most taxpayers may use these rates to compute deductible costs […]

Read More
2025 Standard Mileage Rates Released (Notice 2025-5; IR-2024-312)

IRS Introduces New Measures to Combat Tax Scams During 2025 Filing Season (IR-2025-12)

The IRS, in partnership with the Coalition Against Scam and Scheme Threats (CASST), has unveiled new initiatives for the 2025 […]

Read More
IRS Introduces New Measures to Combat Tax Scams During 2025 Filing Season (IR-2025-12)

IRS Reminds Taxpayers of Disaster Deadlines (IR-2025-1)

The IRS reminded disaster-area taxpayers that they have until February 3, 2025, to file their 2023 returns, in the entire […]

Read More
IRS Reminds Taxpayers of Disaster Deadlines (IR-2025-1)

IRS to Issue Automatic Recovery Rebate Credit Payments for 2021 Tax Year (IR-2024-314)

The IRS has announced plans to issue automatic payments to eligible individuals who failed to claim the Recovery Rebate Credit on their […]

Read More
IRS to Issue Automatic Recovery Rebate Credit Payments for 2021 Tax Year (IR-2024-314)

FL - Motor vehicle sales tax rates by state issued

Florida has issued motor vehicle sales tax rates by state as of January 15, 2025. Florida law allows a partial […]

Read More
FL - Motor vehicle sales tax rates by state issued

FL - 2025 governmental leasehold intangible tax valuation factor table released

For purposes of calculating the 2025 intangible personal property tax on governmental leaseholds, the Florida Department of Revenue has issued […]

Read More
FL - 2025 governmental leasehold intangible tax valuation factor table released