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Our Retirement Financial Calculators can help you set specific savings goals, see how tax-deferred contributions work, calculate IRS Required Minimum Distributions, and attain tax-free growth with Roth IRAs.

401(k) Savings Calculator

The 401(k) Savings Calculator shows you how tax-deferred 401(k) contributions and earnings, together with employer matching contributions, can add up to a secure retirement plan. This tool determines the value of a 401(k) over a specified period of time by inputting variables that include your contribution percentage, your employer match, and expected annual rate of return.

Required Minimum Distribution (RMD) Calculator

The Required Minimum Distribution Calculator shows you how IRS Required Minimum Distributions, starting the year you turn 70½, can affect your retirement goals. This tool determines account balances by age and Required Minimum Distribution amounts, starting at age 70½.

Roth IRA Calculator

The Roth IRA Calculator shows you how much tax-free growth can be attained by investing in a Roth IRA. This tool determines Roth IRA account growth and taxable savings over time.

Roth vs. Traditional IRA Calculator

The Roth vs. Traditional IRA Calculator determines which kind of IRA may be right for you and calculates which is worth more at retirement based on a series of input values. This tool calculates and graphs an after-tax comparison and totals at retirement for a Roth IRA and a traditional IRA plus its tax savings.

Retirement Income Calculator

The Retirement Income Calculator shows you how much monthly income your savings may provide during your retirement after taxes and inflation. This tool graphs your monthly income from savings and your annual growth of savings based on a number of values, including your annual savings contributions, expected rate of return, and current age.

Pension Plan Retirement Options Calculator

The Pension Plan Retirement Options Calculator helps you determine which pension option is ideal for your specific retirement needs. This tool generates a comparison summary to weigh the benefits of a single annuitant payment versus a joint survivor payment and details savings over time at a specified rate of return.

*This Web site contains tools and calculators that are hypothetical in nature and used for illustrative purposes only.

This is a self-help tool. This information is provided for illustrative purposes to assist you regarding your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations, and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal, or tax advice. Your circumstances are unique, and you should consult with a financial, legal, or tax advisor as appropriate. In addition, such information should not be relied upon as the only source of information.


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Last Updated: 3/2/2017