You want to save more, but where can you find the money to put away? This tool can help you analyze your current spending and possibly find ways to save more. It can also help provide general spending guidelines by category as a percentage of your monthly income.
Which contribution is right for you, traditional or Roth?
Thinking about taking a loan from your retirement plan? Before you do, consider the risks and potential costs of doing so with this calculator.
This calculator helps you estimate how much of your savings you can afford to spend in retirement each year based on how long you want your savings to last.
Calculate approximately what percentage of your current income you’ll need in retirement to cover your desired retirement lifestyle.
Calculate the amount of mandatory withdrawals from IRAs after age 70½.
Calculate the effects of withdrawing the assets from your retirement savings before reaching retirement.
Determine if your savings are on track for retirement. If not, estimate how much you may need to save each year to reach your goal.
Does converting pre tax savings to Roth make sense for you? See an estimate of the tax implications of converting to Roth with this calculator
Determine whether your college savings are on track and, if not, how much you may consider investing each year to reach your savings goal.
Determine if a rollover is the right option for you. Explore the options for rolling over your retirement account into another qualified account or cashing out on your retirement savings.
Estimate how much money you will earn from your investments over time, based on the amount of money you invest and the expected rate of return.
Calculate how much life insurance you may need based on your current financial situation.
Want to find money to save more for retirement? Calculate the potential savings from refinancing a mortgage.