Financial calculators
Qualified Plans
Distribution, contribution, and rollover math for 401(k)s, IRAs, and pensions.
Evaluate My Company Pension Payout Options
Compare a lump sum against the present value of a lifetime monthly annuity.
Open calculator →What Is The Impact Of Borrowing From My 401(k) Plan?
See the retirement balance you give up by taking a loan against your 401(k).
Open calculator →What Is The Impact Of Early Withdrawal From My 401(k)?
Taxes, penalty, and lost future growth from cashing out a 401(k) early.
Open calculator →Self-Employed Retirement Plan Maximum Contribution Calculator
Estimate the maximum deductible contribution to a self-employed retirement plan.
Open calculator →Net Unrealized Appreciation (NUA) Versus IRA Rollover
Compare the after-tax outcome of taking employer stock via NUA versus rolling to an IRA.
Open calculator →What Are My Stretch IRA Distributions?
Estimate annual distributions for a beneficiary spreading an inherited IRA over time.
Open calculator →How Much Can I Contribute To An IRA?
Determine your allowable IRA contribution based on income and the annual limit.
Open calculator →How Much Retirement Income May My IRA Provide?
Estimate sustainable annual income an IRA balance can support in retirement.
Open calculator →Should I Convert To A Roth IRA?
Compare the after-tax future value of converting to a Roth versus staying traditional.
Open calculator →What Will My Qualified Plan(s) Be Worth At Retirement?
Project combined qualified plan balances forward to a target retirement date.
Open calculator →What Is My Current Year Required Minimum Distribution?
Calculate this year's RMD using the IRS Uniform Lifetime Table.
Open calculator →What Is My Projected Required Minimum Distribution?
Project future RMDs as your account grows and you age, using the Uniform Lifetime Table.
Open calculator →What Are My Lump Sum Distribution Options?
Compare taking a lump sum in cash versus rolling it into an IRA and growing tax-deferred.
Open calculator →How Do I Maximize My Employer 401(k) Match?
Find the contribution rate needed to capture the full employer match, and the cost of missing it.
Open calculator →Let's talk about your numbers.
Tell us where your business is today and what you're planning next. We'll tell you plainly whether we're the right fit.