Retirement Tools

As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.
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401(k) Calculator

A 401(k) can be one of your best tools for creating a secure retirement.

401(k) with Profit Sharing

Use this calculator to how a 401(k) with profit sharing plan can help you save for retirement..

401(k) Spend It or Save It

There are several ways to manage your 401(k) when you leave an employer.

403(b) Savings Calculator

Employees of a non-profit tax-exempt organization can use 403(b) to create a secure retirement.

457 Plan Withdrawal

Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account.

How Important is Social Security?

Use this calculator to determine how losing this important retirement asset could affect you.

Individual 401(k) Contribution Comparison

Determine your maximum 401(k) contribution as compared to three other possible plan options.

Individual 401(k) Savings Calculator

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

Pension Plan Retirement Options

Use this calculator to help decide between joint survivorship and single survivorship pension options.

Retirement Account Contribution Accelerator

See how increasing your contributions to qualified retirement plan help save for your retirement.

Retirement Savings Income Calculator

Determine how much monthly income your retirement savings may provide you in your retirement.

Retirement Nestegg Calculator

How much does it take to secure a retirement? Determine the size of your nest egg.

Retirement Pension Planner

Plan your retirement with a company pension, find out if you are on track – and learn how to stay there.

Retirement Planner

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

401(k): Roth vs. Traditional

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

403(b): Roth vs. Traditional

Use this calculator to determine which 403(b) contribution type might be right for you

Roth Individual Retirement Account (IRA) Calculator

Use this calculator to compare the Roth IRA to an ordinary taxable investment.

Roth IRA Conversion with Distributions

Determine how you can stretch out your retirement plan distributions for as long as possible.

Roth IRA vs. Traditional IRA Calculator

Use this calculator to determine whichn Idividual Retirement Account or IRA may be right for you.

Roth vs. Traditional 401(k) & Your Paycheck

See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.

Should you Borrow From a 401(k) or 403(b)?

Determine if you should borrow and if it impacts your retirement savings.

Calculate Your Social Security Benefits

Use this calculator to estimate your Social Security benefits.

Traditional IRA Contribution Calculator

How can contributing to a regular IRA help you in your retirement?

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