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retirement Calculators

Last updated: May 2026

Retirement Savings Calculator

Projects the total nest egg you'll have at retirement based on your current savings, monthly contributions, and a 7% annual growth rate.

401(k) Calculator

Estimates your 401(k) balance at retirement by compounding your employee contributions and employer match together at a 7% annual rate.

Pension Calculator

Calculates your estimated monthly pension benefit using your years of service, final average salary, and your plan's benefit multiplier.

Social Security Estimator

Estimates your monthly Social Security retirement benefit based on average earnings, years worked, and the age at which you claim benefits.

Retirement Income Calculator

Estimates the annual income you'll need in retirement by adjusting your current income for a chosen replacement rate and projected inflation over the years until you retire.

Roth IRA Calculator

Estimates how much your Roth IRA will be worth at retirement based on your current balance, monthly contributions, time horizon, and expected annual return.

Safe Withdrawal Rate Calculator

Calculates your safe monthly withdrawal amount from retirement savings based on a chosen withdrawal rate.

Early Retirement Calculator

Estimates the age at which you can retire early using the FIRE (Financial Independence, Retire Early) framework.

Retirement Gap Calculator

Reveals how much annual income your current retirement savings and guaranteed benefits fall short of your target.

Catch-Up Contribution Calculator

Projects how much your retirement account will be worth if you make catch-up contributions after age 50.

Retirement Savings Goal Calculator

Find out exactly how much you need to save each month to retire on the income you want.

401(k) Contribution Optimizer

See exactly how much your 401(k) earns when employer matching and tax savings are factored in.

Roth IRA Conversion Analyzer

Estimate the long-term financial benefit of converting a traditional IRA to a Roth IRA after taxes.

Retirement Withdrawal Strategy Calculator

Determine how much to withdraw from each retirement account — taxable, traditional IRA, and Roth — to meet your annual income need efficiently.

Pension vs Lump Sum Calculator

Compare the total lifetime value of monthly pension payments against investing a one-time lump sum payout.

Retirement Portfolio Allocation Calculator

Determines how much of your retirement portfolio to hold in stocks vs.

Medicare Supplement Cost Calculator

Estimates your total annual Medicare costs including Part B premiums, Medigap plan premiums, Part D drug coverage, and expected out-of-pocket expenses.

FIRE Early Retirement Calculator

Calculates how many years until you reach financial independence and can retire early using the FIRE framework.

Required Minimum Distribution Calculator

Computes the IRS-required annual withdrawal from your IRA or 401(k) once you reach age 73.

401(k) Contribution Calculator

Shows your total annual 401(k) contributions including your own deferrals and employer matching dollars.

Retirement Withdrawal Calculator

Estimate how much you can safely withdraw from your retirement portfolio each year, adjusted for inflation.

Required Minimum Distribution (RMD) Calculator

Calculate the IRS-mandated minimum amount you must withdraw from your 401(k) or IRA each year once you reach age 73.

Pension Lump Sum vs Annuity Calculator

Compare the long-term financial value of taking a pension as a one-time lump sum versus a guaranteed monthly annuity.

Social Security Break-Even Calculator

Find the age at which waiting to claim Social Security benefits catches up to claiming early.

Retirement Savings Goal Calculator

Calculate how much you need to save in today's dollars to fund your desired retirement lifestyle, based on income replacement and expected investment growth.

Catch-Up Contribution Calculator

Estimates your retirement balance at age 65 when you add IRS catch-up contributions on top of regular savings.

Roth IRA Conversion Calculator

Estimates the net long-term benefit of moving traditional IRA funds into a Roth IRA after accounting for taxes paid now versus taxes avoided later.

Retirement Income Gap Calculator

Calculates the annual shortfall between what you'll spend in retirement and the income you'll receive from Social Security, pension, and portfolio withdrawals.

FIRE Early Retirement Calculator

Estimates the number of years until you reach Financial Independence and can Retire Early (FIRE) based on your income, expenses, savings, and investment return.

401(k) Retirement Calculator

Projects your 401(k) balance at retirement by combining your current balance, salary contributions, and employer matching, compounded over time.

Social Security Benefits Calculator

Estimate your monthly Social Security retirement benefit based on your lifetime earnings, years worked, and the age you choose to start claiming.

Retirement Income Calculator

Calculate your estimated total monthly retirement income by combining investment account withdrawals, pension payments, and Social Security.

Retirement Tax Calculator

Estimate the federal income tax owed on your retirement income from 401(k) withdrawals, pensions, Social Security, and other sources.

Medicare Supplement Calculator

Estimate your total annual Medicare healthcare costs by combining Part B, Part D, and Medigap premiums with projected out-of-pocket medical expenses adjusted for your health status.

401(k) Contribution Limit Calculator

Find out your maximum allowable 401(k) contribution for the year, including catch-up contributions if you're 50+, and see how much your employer match adds to your total.

Social Security Benefits Calculator

Estimates your monthly Social Security retirement benefit based on average earnings, years worked, and chosen retirement age.

Roth IRA Conversion Calculator

Calculates the after-tax future value of converting a traditional IRA to a Roth IRA versus keeping it as-is.

Retirement Income Gap Calculator

Calculates the annual income shortfall between what you want to spend in retirement and what your savings, Social Security, and pension will actually provide.

Retirement Catch-Up Contribution Calculator

Calculates the extra annual contribution you need to make — beyond your current contributions — to hit your retirement savings goal on time.

401(k) Retirement Savings Calculator

Projects your 401(k) balance at retirement by modeling annual contributions, employer matching, salary growth, and investment returns year by year.

4% Rule Retirement Withdrawal Calculator

Estimate how much you can safely withdraw from your retirement portfolio each year.

Retirement Nest Egg Calculator

Find the total portfolio size you need to fund your desired retirement lifestyle.

Pension vs Lump Sum Calculator

Compare whether a monthly pension annuity or a one-time lump sum payout is worth more in today's dollars.

Retirement Healthcare Cost Calculator

Project your total lifetime healthcare expenses in retirement, including pre-Medicare and Medicare-covered years.

Retirement Income Replacement Calculator

Calculate the percentage of your current income you will realistically need in retirement after adjusting for taxes, savings, work expenses, and lifestyle changes.