401(k) 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.
403(b) Savings Calculator
If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
72(t) Distribution Impact
This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
Company Stock Distribution Analysis Calculator
If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
Required Minimum Distribution (RMD)
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
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.
RMD & Stretch IRA Calculator
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.