Retirement plan, HSA, FSA, and Social Security calculators

Note: Intended for illustrative purposes only and do not serve as financial advice.

Retirement Planning Calculators

See how increasing your contributions to a 401(k), 403(b), or 457 plan can affect your paycheck as well as your retirement savings.

See how your defined contribution plan can be one of your best tools for creating a secure retirement.

If you leave an employer, you’ll need to decide how manage your 401(k) balance. See how a variety of factors can affect how much you could lose by spending it too soon.

See what your net 457 plan withdrawal would be after taxes.

Determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

Determine when you are required to begin Required Minimum Distributions and estimate your RMD amount.

See how increasing your contributions to a qualified retirement plan can help save for your retirement.

See how your annual savings, expected rate of return, and current age all have an impact on your monthly income in retirement.

Estimate if your retirement plan is on track.

Use this calculator to help determine if you should borrow from your account and the potential impact on your retirement savings.

Estimate your projected shortfall or surplus at retirement and how long your current retirement savings will last.

Compare the after-tax Roth and the pre-tax Traditional 401(k) to help illustrate the best option for your retirement.

Model penalty-free early withdrawals prior to age 59 1/2. Consult a qualified professional to discuss your situation.

See what effects a 72(t) distributions could have on your retirement plan balance.

See how losing this retirement asset could impact your retirement savings.

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 if you take an in-kind distribution.

IRA Calculators

See how you can stretch out your retirement plan distributions for as long as possible.

Use this calculator to compare which IRA may be right for you.

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

The Roth IRA can provide truly tax-free growth. See how it can impact your retirement savings.

Compare Traditional and Roth IRAs with equal out of pocket costs to estimate the change in total net-worth, at retirement, if you convert your Traditional IRA into a Roth IRA.

HSA and FSA Calculators

Help determine how much to contribute to reach your goal of carrying over savings into retirement.

Estimate how much your HSA will be worth over time; see what effect increasing contributions and other factors will have.

See how contributing to an FSA can help you pay less tax and increase your net take-home pay.