Retirement Calculators
Map the road to retirement — 401(k)s, IRAs, pensions, Social Security, annuities and how long your nest egg lasts.
Hover (or focus) any calculator to see what it does, then tap to open it and run the numbers.
Retirement CalculatorYour nest egg, the income it supports and whether your savings last401(k) CalculatorProjected 401(k) balance and the unclaimed employer match in dollarsIRA CalculatorGrow a Traditional IRA and see the after-tax winner from your two tax ratesRoth IRA CalculatorYour tax-free Roth balance and whether Roth or Traditional winsRMD CalculatorThis year’s required minimum distribution by age, plus a projectionPension CalculatorWeigh a lump sum against a monthly pension by present value, with a break-even ageSocial Security CalculatorYour benefit at 62, full retirement age and 70, and the break-even ageAnnuity CalculatorGrow an annuity through accumulation and split contributions vs growthAnnuity Payout CalculatorSolve the level payout that drains an annuity, or how long a payment lastsFIRE CalculatorYour FI number and years to early retirement, with adjustable SWR and Coast FIREHSA Growth CalculatorYour HSA’s triple-tax-free balance and the edge over a taxable brokerage
Learn the concepts
New to retirement? Our guide walks through the formulas, the terms and the trade-offs in plain English.
Read the Retirement guide →