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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.

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