Retirement Calculators

Retirement Planner

Project your nest egg with compound growth and inflation adjustment.

401k Contribution Calculator

Calculate 401k contribution limits, employer match, and projected balance.

401k Max Savings Calculator

Determine the monthly contribution needed to maximize your 401k savings.

Retirement Savings Analysis

Analyze whether your current retirement savings are on track for your goals.

Retirement Income Analysis

Break down all sources of retirement income and assess income adequacy.

Traditional IRA vs Roth IRA Calculator

Compare Traditional IRA (pre-tax) vs Roth IRA (post-tax) lifetime tax outcomes.

RMD Calculator

Calculate Required Minimum Distributions from retirement accounts starting at age 73.

Social Security Benefit Estimator

Estimate your Social Security monthly benefit based on earnings history and claiming age.

Social Security Analysis

Analyze optimal Social Security claiming strategy to maximize lifetime benefits.

Social Security Tax Calculator

Calculate how much of your Social Security benefits are subject to federal income tax.

Asset Allocation Calculator

Determine optimal asset allocation between stocks, bonds, and cash based on age and risk tolerance.

Retirement Income Calculator

Calculate sustainable monthly retirement income from your portfolio using the 4% rule.

US Retirement Calculator

Comprehensive US retirement planning with Social Security, 401k, and IRA projections.

Annuity Calculator

Calculate annuity payments, present value, and future value for fixed income planning.