Use these Calculators to Design Your Retirement & Financial Independence Anytime!
The calculators are arranged into the following catagories to help you plan your future.
Start at Tax & Risk Management to understand what tax bracket you're in and how you feel about risk
Use the Payroll calculators to understand the impact on your pay, how taxable, tax deferred or tax free investment affect you and which is better for you and how inflation affects you.
If you are working toward retirement, use the Pre-Retirement Calculators.
If you are Retired the calculators in the Retirement Section are for you.
If you have a 401k or other company sponsored plan, use the Company Sponsored Retirement Plans to help you plan your future.
Need help? Call or chat with us anytime.
Pre Retirement Planning
Retirement Nest Egg Calculator
Retirement Planner for Two Working Spouses with Different Retirements
Retirement Planner with Taxes for a Deferred Retirement Savings Plan
Retirement Shortfall Calculator
How Important Is Social Security?
How long will my retirement savings last?
IRA Spend It or Save It Calculator
Retirement Contribution Effects on Your Paycheck Calculator
Roth IRA vs. Traditional IRA Calculator
Roth (after-tax) Account or Pre-Tax Account?
Starting or In Retirement Now
Retirement Plan Withdrawal Calculator
Social Security Benefit Calculator
How Important Is Social Security?
Retirement Shortfall Calculator
How long will my retirement savings last?
Required Minimum Distribution (RMD)
Required Minimum Distribution (RMD) - Current Year
Required Minimum Distribution (RMD) - Future Projection
Beneficiary Required Minimum Distribution (RMD) - Current Year
Beneficiary Required Minimum Distributions (RMD) - Eligible Designated Beneficiary
Beneficiary Required Minimum Distributions (RMD) - Spouse Inherited IRA