Retirement Savings and Planning*

401(k) Calculator

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

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403(b) Savings Calculator

If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.

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457 Savings Calculator

A 457 plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

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Required Minimum Distribution (RMD)

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year’s distribution requirements.

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Retirement Contribution

Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.

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Retirement Nestegg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.

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Retirement Planner Calculator

Quickly determine if your retirement plan is on track – and learn how to keep it there.

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Roth (after-tax) Account or Pre-Tax Account?

Starting in 2006, you may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you.

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Roth 401(k) Conversion Calculator

This calculator will show the advantage, if any, of converting your pre-tax 401(k) to a Roth 401(k).

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Roth 401(k) vs. Traditional 401(k) Calculator

Use this calculator to determine which 401(k) contribution type might be right for you.

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Roth Contributions Within Your Retirement Plan

Use this calculator to help determine the impact of roth contributions within your retirement plan and your paycheck.

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Should you borrow from a 401(k) or 403(b)?

The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.

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Social Security Benefit Calculator

Use this calculator to estimate your Social Security benefits.

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*Disclaimer:

Please note that all financial calculators require a Java enabled browser. Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Loan Calculators

Amortizing Loan Calculator

Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

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Mortgage Calculator for Purchase Price and Downpayment

Use this calculator to determine your mortgage payment when you know the purchase price and down payment amount.

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Credit Card Balance Transfer Comparison

Use this calculator to determine the difference in fees between credit card balance transfers.

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Credit Card Balance Transfer Optimizer with Promotional Rate

This Balance Transfer Optimizer includes the option to have a limited time promotional rate.

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Payroll Deductions Calculator

Use this calculator to help you determine your net paycheck. This calculator uses the redesigned W-4 created to comply with the elimination of exemptions in the Tax Cuts and Jobs Act (TCJA).

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Payroll Deductions Comparison Calculator

Use this calculator to help you determine the impact of changing your payroll deductions. This calculator uses the redesigned W-4 created to comply with the elimination of exemptions in the Tax Cuts and Jobs Act (TCJA).

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Insurance Calculators

Health Savings Account (HSA) Goal Calculator

Are you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal

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