CALCULATORS

Investing calculator
See how consistent investing can pay off over time.

Payroll deduction analyzer
If you make pretax contributions to a retirement plan at work, see how payroll deductions affect your take-home pay.

Retirement planning calculator
Find out how much you might need to save for retirement and whether your current plan is on track to get you there. Approximate time to complete this calculation: 5 minutes (quick version) or 15 minutes (detailed version).

Spend it or save it calculator
See the difference between taking a cash distribution or rolling it over into a new plan or IRA.

Tax-deferred investment calculator
Compare the growth rate of a tax-deferred investment with a taxable one.

Taxes and inflation calculator
How much will your investment be worth after inflation and taxes?

Traditional vs. Roth 401(k)/403(b) analyzer
Enter your personal information to see which contribution option might make sense for you.