Retirement Planning Tool 401(k) Plan Calculator Estimate how your salary deferrals, employer match, current balance, and investment returns could grow over time. Adjust the inputs to model realistic retirement scenarios. Current age Enter your age today. Retirement age Your target…
401(k) Penalty Calculator Estimate the 10% early withdrawal penalty, income taxes, net cash you may actually receive, and the long-term retirement opportunity cost of taking money out of your 401(k) before age 59 1 Withdrawal amount Your age Federal income…
401(k) Minimum Distribution Calculator Estimate your required minimum distribution, review the IRS life expectancy factor used for the calculation, and visualize a 10-year projection of future distributions and account balances. This calculator is designed for most retirement account owners using…
Retirement Planning Tool 401(k) Matching Contribution Calculator Estimate how much your employer match could add to your retirement savings each year and how that extra money may compound over time. This calculator helps you compare your own contributions, your employer…
Retirement Planning Tool 401(k) Match Calculator Estimate how much free money your employer match could add to your retirement savings, project your account growth over time, and see how contribution decisions can change your long-term outcome. Calculate Your 401(k) Match…
Retirement Loan Planning 401(k) Loan Repayment Calculator Estimate your payroll deduction, total interest paid back to your own retirement account, and the possible opportunity cost of taking a 401(k) loan instead of leaving those funds invested. Calculate your loan repayment…
401 k Loan Payment Calculator Estimate your 401(k) loan payment, total repayment cost, and the possible opportunity cost of pulling money out of retirement investments. This calculator uses standard amortization math and also checks the common loan ceiling of the…
Retirement Planning Tool 401(k) Loan Calculator Estimate your payroll payment, total repayment, and the potential opportunity cost of borrowing from your retirement plan instead of leaving the money invested. Vested 401(k) balance Used to estimate your plan-based borrowing limit. Desired…
401 k Investment Calculator Estimate how your 401 k balance could grow over time with employee contributions, employer matching, salary growth, investment returns, and optional inflation adjustment. This calculator is designed to help you create a realistic retirement savings projection…
401(k) Growth Calculator Estimate how your current balance, salary deferrals, employer match, raises, and investment returns may grow by retirement. This interactive calculator models month by month compounding and shows both nominal and inflation adjusted projections. Interactive retirement forecast Includes…