Retirement
Retirement is one of the key financial goals for many people. Saving early and often is important. So is taking advantage of products and accounts designed specifically for retirement. Tax advantages are a key feature of annuities, IRAs and employer sponsored retirement savings plans, such as 401(k), 403(b) and 457(b) plans. Any earnings growth in these products is generally tax-deferred until you make withdrawals, generally when you are retired and may well be in a lower tax bracket.
Calculators
- 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.
- 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?
- Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.