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Calculators

Retirement Income Calculator

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

Retirement Planner Calculator

Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement.

Retirement Shortfall Calculator

This calculator helps you determine your projected shortfall or surplus at retirement. You can also see just how long your current retirement savings will last.

72(t) Calculator

Use this calculator to determine your allowable 72(t) Distribution and how it can help fund your early retirement.

72(t) Distribution Impact Calculator

The IRS Rule 72(t) allows for penalty free, early withdrawals from retirement accounts. This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.

Required Minimum Distribution (RMD) Calculator

The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually; starting the year you turn age 70-1/2. Use this calculator to determine your Required Minimum Distributions.

Savings, Taxes and Inflation Calculator

The value of your savings can be affected by both inflation and taxes. Use this calculator to determine how much your savings will be worth with these two important variables in mind.

Social Security Benefits Calculator

Use this calculator to help you estimate your Social Security benefits. Remember, this is only an estimate. Your actual benefits may vary depending on your actual work history and income.

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