Is your current retirement plan on track to provide you the income you need when you retire?

Financial Calculators

Retirement Calculators - Calculate Your Retirement Savings and More

Do you know what is needed to achieve a more secure retirement? You can use our retirement calculators to create your retirement plan or our Roth IRA conversion calculator to see if converting to a Roth IRA is the right choice for you.

We also have calculators for:

  • IRA Eligibility to find out how much you can contribute to an IRA
  • Life Insurance Needs to see how much life insurance you will need
  • Loan Acceleration Calculators to find out about the impact of making extra payments on your debt
  • Home Refinance Calculators to see if you should refinance your mortgage
  • Credit Card Payoffs to calculate how long it will take to pay off your credit cards.

Required Minimum Distributions

Use this calculator to determine your Required Minimum Distribution (RMD). The IRS requires that you withdraw at least a minimum amount –...

IRA Eligibility

Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your...

Roth IRA Conversion

Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when...

Impact of Inflation

It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may...

Cost of Waiting

A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this calculator to...

Life Insurance Need

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound...

Get Your Retirement Planning Questions Answered

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