Retirement Calculators
Last updated: September 2026
Roth IRA Calculator
Project your Roth IRA's tax-free balance at retirement by combining your existing savings with years of annual contributions compounding at your expected return.
401(k) Contribution Calculator
Estimate your annual 401(k) contributions, employer matching dollars, and immediate tax savings based on your salary and plan details.
Retirement Tax Calculator
Estimate the federal income tax owed on your retirement income from 401(k) withdrawals, pensions, Social Security, and other sources.
Safe Withdrawal Rate Calculator
Calculates your safe monthly withdrawal amount from retirement savings based on a chosen withdrawal rate.
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.
Retirement Nest Egg Calculator
Find the total portfolio size you need to fund your desired retirement lifestyle.
Required Minimum Distribution Calculator
Computes the IRS-required annual withdrawal from your IRA or 401(k) once you reach age 73.
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 Estimator
Estimates your monthly Social Security retirement benefit based on average earnings, years worked, and the age at which you claim benefits.
Retirement Withdrawal Calculator
Estimate how much you can safely withdraw from your retirement portfolio each year, adjusted for inflation.
4% Rule Retirement Withdrawal Calculator
Estimate how much you can safely withdraw from your retirement portfolio each year.
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.
Pension Calculator
Calculates your estimated monthly pension benefit using your years of service, final average salary, and your plan's benefit multiplier.
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.
FIRE Early Retirement Calculator
Calculates how many years until you reach financial independence and can retire early using the FIRE framework.
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.
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.
Retirement Portfolio Allocation Calculator
Determines how much of your retirement portfolio to hold in stocks vs.
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.
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
Estimates your monthly Social Security retirement benefit based on average earnings, years worked, and chosen retirement age.
Retirement Income Calculator
Calculate your estimated total monthly retirement income by combining investment account withdrawals, pension payments, and Social Security.
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.
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.
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.
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.
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.
Retirement Healthcare Cost Calculator
Project your total lifetime healthcare expenses in retirement, including pre-Medicare and Medicare-covered years.
Retirement Savings Calculator
Projects the total nest egg you'll have at retirement based on your current savings, monthly contributions, and an expected annual return (7% if left blank).
401(k) Calculator
Estimates your 401(k) balance at retirement by compounding your employee contributions and employer match monthly at your expected return (7% a year if left blank).