Financial Calculators

Retirement

Retirement savings, withdrawal, pension, FIRE, and long-term planning calculators.

Financial Calculators

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9 tools

Inputs

Current age, Current balance, Present value, Annual interest rate

Showing 9 tools

Retirement

Financial Calculators
Retirement

401(k) Calculator

Project a future 401(k) balance from current savings, salary, employee deferrals, employer match, return assumption, and years to retirement.

Current ageCurrent balanceAnnual salary
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Retirement

Annuity Calculator

Enter a lump sum, annual interest rate, term, and payment frequency to estimate fixed-term annuity payments, total payout, and interest earned.

Present valueAnnual interest rateYears
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Retirement

Annuity Payout Calculator

Enter annuity value, annual interest rate, payout years, and frequency to estimate periodic income, total paid out, and interest earned during the payout phase.

Annuity valueAnnual interest ratePayout years
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Retirement

IRA Calculator

Project a traditional IRA balance, then estimate how much remains after the withdrawal tax rate you choose.

Current ageAnnual contributionCurrent balance
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Retirement

Pension Calculator

Enter years of service, final salary, benefit multiplier, and retirement age to estimate annual and monthly pension income with an early-retirement reduction.

Years of serviceFinal salaryBenefit multiplier
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Retirement

Retirement Calculator

Estimate how current savings and monthly contributions could grow by retirement age, then view a simple monthly withdrawal estimate based on the projected balance.

Current ageRetirement ageCurrent savings
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Retirement

RMD Calculator

Enter the prior-year-end account balance and age to estimate the required minimum distribution, monthly equivalent, and share of the account withdrawn.

Account balanceAge
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Retirement

Roth IRA Calculator

Project a Roth IRA balance and compare its tax-free qualified-withdrawal value with a same-size traditional IRA balance after the tax rate you enter.

Current ageAnnual contributionCurrent balance
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Retirement

Social Security Calculator

Enter your estimated monthly benefit at ages 62 and 67, choose a claiming age, and compare monthly benefit plus lifetime totals under the life-expectancy assumption.

Monthly benefit at 62Monthly benefit at 67Claiming age
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