Retirement Savings Planning Calculator
This pre-retirement savings calculator will tell you how well you’re preparing for retirement or what you can do to improve your retirement outlook. Use this calculator periodically to re-evaluate your preparedness. Changes in economic climate, inflation, achievable returns, and your personal situation will impact your plan.
Inflation can dramatically erode your purchasing power over time. Use this calculator to estimate the extra inflation-adjusted income you may need in order to enjoy today’s same standard of living when you retire.
Retirement Shortfall Calculator
Due to increasing life expectancies, many retirees are running into the issue of outlasting their savings. This calculator can help you determine when your retirement savings may be depleted based on a specific monthly income target, while factoring in supplemental fixed income, such as Social Security or pension plans.
Roth Vs. Traditional 401(k) Calculator
Your retirement income can vary widely depending on what type of account holds your savings and what assumptions you make about return and tax rates during the accumulation and withdrawal periods. Compare employee contributions to the new Roth after-tax 401(k) and the current tax-deductible 401(k) with this calculator.