Retirement Calculators

Plan for retirement with 401(k), IRA, Social Security, and pension calculators. Estimate your nest egg and income needs.

RMD Account Aggregation & Withdrawal Tracker

Early Retirement Account-Access Bridge

401(k) Match and True-Up

FIRE and Coast FIRE

Backdoor and Mega-Backdoor Roth

Qualified Charitable Distributions

Medicare Premiums and IRMAA

401(k) Calculator

401(k) Paycheck Effects

401(k) with Profit Sharing

401(k) Spend vs Save

401(k) No Employer Match

Individual 401(k)

Individual 401(k) Comparison

Self-Employed Retirement Plans

457 Plan Savings

457 Plan Withdrawal

457 Plan Paycheck Effects

457 Roth vs Pre-Tax

457(b) Catch-Up

72(t) Distribution

72(t) SEPP Calculator

Beneficiary RMD

Non-Spouse Beneficiary RMD

Beneficiary RMD Advanced

Spouse Inherited IRA

Spouse RMD Current Year

Social Security Calculator

Social Security Break-Even

Social Security Taxable

Social Security Importance

Social Security Claiming Age

Couples Claiming Optimizer

Benefit from Earnings Record

Earnings Test Simulator

Survivor Benefit Planner

Family Benefits and the Maximum

Required Minimum Distribution

RMD Projection

Stretch IRA RMD

Roth 401(k) Transition

Contribution Paycheck Effects

Retirement Savings Duration

Retirement Nest Egg

Retirement Planner

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Retirement Income Planner

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Retirement Planner for Two

Retirement with Benefits

Retirement with Taxes

Withdrawal Order Optimizer

Retirement Plan Optimizer

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Spending Guardrails

Where to Retire: State Taxes

Retirement Income

Annuity vs. Treasury Ladder

TIPS Income Ladder

Health Insurance Before Medicare

Traditional vs Roth IRA

Should I Roth 401(k)?

Roth Rollover

IRA 5-Year Rule

Roth Conversion Planner

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Pension Options

Pension Calculator

Pension Early Retirement

Pension Lump Sum vs. Annuity

Military vs Civilian Pay

Company Stock Distribution

Should Spouse Work?

Mortgage Payoff Before Retirement

Retirement Shortfall