Retirement Calculators
-
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.