Retirement And Investment

  • 401(k) Savings With Profit Sharing
    A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages. First, all contributions and earnings to your 401(k) are tax-deferred. You only pay taxes on contributions and earnings when the money is withdrawn. Second, some employers provide matching contributions to your 401(k) account which can range from 0% to 100% of your contributions.

  • Future Value Calculator
    Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.

  • Investment Distributions
    This calculator helps you determine either how large or how long periodic distributions can be taken out of an investment before it runs out.

  • Investment Goal
    Use this investment goal calculator to determine how much your investment might grow before taxes, after taxes and after taxes and inflation.

  • Retirement Contribution Effects On Your Paycheck
    Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement savings.

  • Retirement Planner With Retirement Earnings
    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.

  • RMD And Stretch IRA
    Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

  • Roth IRA vs Traditional IRA
    An IRA can be an effective retirement tool. There are two basic types of Individual Retirement Accounts (IRA): the Roth IRA and the Traditional IRA. Use this tool to determine which IRA may be right for you. Please note that this calculator should not be used for Roth 401(k) comparisons.