IRA, Retirement & Estate Planning Calculators

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Please try our wide variety of calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

72(t) Calculator The IRS Rule 72(t) allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72(t) distribution and how it can help fund your early retirement.

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

Traditional IRA Calculator Determine how contributing to a regular IRA will help you in your retirement.

Roth IRA Conversion This calculator will show the advantage, if any, of converting your Traditional IRA to a Roth.

Roth vs. Traditional IRA Use this calculator to determine which IRA may be right for you.

Health Savings Account (HSA) Contribution Calculator This calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.

Required Minimum Distributions for Current Year Use this calculator to determine your Required Minimum Distributions (RMD) if taken for the current year, for either an IRA or an employer retirement plan.

RMD & Stretch IRA Calculator Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

Retirement Nest Egg Calculator Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.

Estate Tax Planning Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.

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