News & Resources – Calculators 2018-11-29T18:25:58+00:00

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Roth IRA vs. Traditional IRA

An IRA can be an effective retirement tool. There are two basic types of Individual Retirement Accounts (IRA): the Roth IRA and the Traditional IRA. Use this tool to determine which IRA may be right for you. Please note that this calculator should not be used for Roth 401(k) comparisons.

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.

How Important is Social Security?

How will losing your Social Security benefits affect your retirement? Use this calculator to determine how losing this important retirement asset could affect you. Click the report button to see your retirement savings with and without Social Security benefits.

401(k) Savings Calculator

A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages. First, all contributions and earnings to your 401(k) are tax-deferred. You only pay taxes on contributions and earnings when the money is withdrawn. Second, many employers provide matching contributions to your 401(k) account which can range from 0% to 100% of your contributions. The combined result is a retirement savings plan you cannot afford to pass up.

Investment Goal

What will it take to reach your investment goal? Use this investment goal calculator to determine how much your investment might grow before taxes, after taxes and after taxes and inflation. It will also provide suggestions on what to change if your plan doesn’t look like it will meet your investment goal.

Investment Distributions

This calculator helps you determine either how large or how long periodic distributions can be taken out of an investment before it runs out. If you enter the number of years you need the distributions to last, this calculator determines the amount you can take out each period. If you enter a periodic distribution, it will calculate how long before your balance runs out.

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