| 401(k) Rollover |
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Spend it or save it calculator — There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
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| 72(t) Distributions |
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The IRS Rule 72(t) allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72(t) Distribution and how it can help fund your early retirement.
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| 72(t) |
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This calculator is designed to examine the effects of 72(t) distributions on your retirement plan balance.
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| Required Minimum Distribution |
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Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
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| Life Insurance Needs |
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This provides an estimate of life insurance needs given the untimely death of a breadwinner or stay-at-home parent.
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| Periodic Withdrawals |
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This calculates the regular withdrawals you can make from a lump sum. It is useful for retirement income planning.
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| Personal Economic |
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This calculator can help you determine how long it will take your retirement account to return to its original balance after recent market losses.
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| Retirement Planner |
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Quickly determine if your retirement plan is on track - and learn how to keep it there.
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| Retirement Shortfall |
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Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
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| Roth vs. Traditional |
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Use this calculator to determine which IRA may be right for you.
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| Roth or Traditional 401(k) or 403(b)? |
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An employer sponsored 401(k) or 403(b) plan can be an effective retirement tool. If you have a choice between a Roth or Traditional plan, this calculator may help you choose the option that's right for you.
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