Calculators

Calculate your retirement savings, income, inflation impact, and investment returns.

Calculators

Calculate your retirement savings, income, inflation impact, and investment returns.

Retirement Savings Sufficiency Calculator

Calculate if your current retirement savings are sufficient. Use this retirement planning calculator to determine when/if the money will run out during retirement and it will recommend additional savings if required.

Retirement Savings Age Calculator

A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this calculator to determine how much more you could accumulate at retirement by beginning your savings plan today rather than waiting.

Retirement Savings Calculator

Retirement planning is an essential step in a person’s overall financial picture. Evaluate your level of preparedness and start making plans to better your situation with this calculator. Reevaluate your preparedness on an ongoing basis. Changes in the economic climate, inflation, achievable returns and your personal situation will affect your plan.
 

Inflation Impact Calculator

It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may need when factoring in inflation between now and until you reach retirement to keep the same standard of living that you may have today.

Investment Returns Calculator

Compare taxable vs. tax-free investment return – Many investments are taxed differently. For example with bonds, some may be taxed federally only, some may be taxed at the state level only, and some may be taxed both at the state and federal level. Use this calculator to help make an apple-to-apple comparison of varying investment returns.