RETIREMENT
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401(k)
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.
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401(k) Savings with Profit Sharing
Use this calculator to show how a 401(k) with a profit-sharing plan can help you save for retirement.
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401(k) Spend It or Save It
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.
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401(b) Savings
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.
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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.
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457 Plan Withdrawal
Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account.
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457 Plan: Roth vs Pre-Tax
Use this calculator to help determine whether a Roth or Pre-tax 457 might be best for you.
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457 Savings
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.
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72(t)
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.
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72(t) Distribution Impact
This calculator is designed to examine the effects of 72T distributions on your retirement plan balance
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Beneficiary Required Minimum Distributions
Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
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Company Stock Distribution Analysis
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.