|
Type
of Calculator |
Description |
General
Retirement Calculators |
 |
Retirement Outlook EstimatorSM
(Web)
(iOS and Android)
|
How much you save is the most important factor in building the kind of retirement fund you'll need to maintain your lifestyle after work. Use this calculator to quickly determine your "retirement outlook" — and how much more you may need to save to improve it. |
 |
Roth 401(k) / 403(b) Calculator |
Use this calculator to help determine if a
Traditional 401(k) or Roth 401(k) might be
best for you. |
 |
Retirement Savings Plan Calculator
|
An employer-sponsored retirement savings plan can be an effective
tool for creating a secure retirement. Use
this calculator to see why you cannot afford
to pass up this opportunity. |
 |
Social Security
|
How much could you receive
from Social Security? Use this calculator
for a quick estimate. |
 |
Retirement Planner
|
Quickly determine if your
retirement plan is on track – and learn
how to keep it there. |
 |
Retirement Pension Planner
|
Plan your retirement with
a company pension plan. Find out if you are
on track, and learn how to stay there. |
 |
Retirement Income Calculator
|
Determine how much monthly
income your savings may provide in your retirement. |
Loan
/ Tax / Savings Calculators |
 |
Payroll Deductions Calculator
|
Use this calculator to help you determine
the impact of changing your payroll deductions.
You can enter your current payroll information
and deductions, and then compare them to your
proposed deductions. Try changing your withholdings,
filing status or retirement savings and let
the payroll deduction calculator show you
the impact on your take home pay. |
 |
Compound Savings
|
Even small additions to your savings add up over time. This calculator demonstrates how to put this savings strategy to work for you. |
 |
Savings Goals
|
Discover what it will take to reach your
savings goals. |
 |
Should you Borrow From a 401(k) or 403(b)?
|
The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings. |
IRA
Calculators |
 |
Roth IRA vs. Traditional IRA
|
Which is better for you: a traditional IRA
or a Roth IRA? |
Distribution
Calculators |
 |
Required
Minimum Distributions
|
Determine your required minimum distribution
(RMD). |
 |
Beneficiary Required
Minimum Distributions
|
If you're the beneficiary of a retirement
account, determine your required minimum distribution
(RMD). |