QUALIFIED PLANS CALCULATORS
The calculators are easy-to-use and provide in-depth analysis for virtually any financial scenario, along with graphs, charts and tables. The calculators are categorized by subject matter, which can be accessed from the links.
Please give us a call if you need assistance with the input or understanding the computed results for any of the calculators. We are dedicated to providing our clients with valuable online resources to assist them with their everyday needs and long-range planning.
- Evaluate My Company Pension Payout Options
- How Much Can I Contribute To An IRA?
- How Much Retirement Income May My IRA Provide?
- Should I Convert To A Roth IRA?
- What Will My Qualified Plan(s) Be Worth At Retirement?
- What Is My Current Year Required Minimum Distribution?
- What Is My Projected Required Minimum Distribution?
- What Are My Lump Sum Distribution Options?
- How Do I Maximize My Employer 401(k) Match?
- What Is The Impact Of Borrowing From My 401(k) Plan?
- What Is The Impact Of Early Withdrawal From My 401(k)?
- Self-Employed Retirement Plan Maximum Contribution Calculator
- Net Unrealized Appreciation (NUA) vs. IRA Rollover