Calculators

Our resources section includes financial calculators to help guide you with your financial planning activities. Please remember that these calculators use approximations for hypothetical and illustrative purposes only, and are not meant to replace professional investment advice.

There are many variables to consider when analyzing one's finances, not all of which can be captured within these tools. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances.

Retirement Calculators

Tools to help you plan and allocate your assets for retirement.

401(k) Rollover

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.

[Run Calculator]

72(t) Distributions

The IRS Rule 72(t) allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72(t) Distribution and how it can help fund your early retirement.

[Run Calculator]

72(t)

This calculator is designed to examine the effects of 72(t) distributions on your retirement plan balance.

[Run Calculator]

Required Minimum Distribution

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

[Run Calculator]

Life Insurance Needs

This provides an estimate of life insurance needs given the untimely death of a breadwinner or stay-at-home parent.

[Run Calculator]

Periodic Withdrawals

This calculates the regular withdrawals you can make from a lump sum. It is useful for retirement income planning.

[Run Calculator]

Retirement Planner

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

[Run 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.

[Run Calculator]

Roth vs. Traditional

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

[Run Calculator]

Savings Calculators

Tools to help you plan your savings goals over time.

College Tuition Planner

This projects college costs and any savings gap for up to 5 children.

[Run Calculator]

Cost of Waiting

Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.

[Run Calculator]

Savings, Taxes, and Inflation

Use this calculator to determine how much your savings will be worth with these two important variables in mind.

[Run Calculator]