Use these online resources to help you plan for retirement.
Estimate Your Retirement Benefit
Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement. Social security is calculated on a sliding scale based on your income. Including a non-working spouse in your plan increases your social security benefits up to, but not over, the maximum.
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See the Financial Drawback of Waiting
Waiting to begin your savings plan can have a huge impact on your results. A delay of even a few years could cost you thousands of dollars. This calculator helps show you how much postponing your savings plan can really cost.
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Get a Social Security Benefit Statement
Your Social Security Statement is a concise, easy-to-read personal record of the earnings on which you have paid Social Security taxes during your working years and a summary of the estimated benefits you and your family may receive as a result of those earnings.
Source: Social Security Administration
Calculate Your Social Security Benefit
Use any of these calculators to estimate your potential benefit amounts using different retirement dates and levels of future earnings. The calculators will show your retirement benefits as well as disability and survivor benefit amounts if you should become disabled or die.
Source: Social Security Administration
What might it take to save one million dollars? This financial calculator helps you find out.
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Calculate Your Roth IRA Return
Creating a Roth IRA can make a big difference in your retirement savings. There is no tax deduction for contributions made to a Roth IRA, however all future earnings are sheltered from taxes. The Roth IRA provides truly tax-free growth.
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Compare Traditional IRA to Roth IRA
In 1997, the Roth IRA was introduced. Since then, many people have converted all or a portion of their existing Traditional IRAs to a Roth IRAs, where interest earned may be completely tax-free. Is this a good option for you? A conversion has both advantages and disadvantages that should be carefully considered before you make a decision.
This calculator estimates the change in total net-worth, at retirement, if you convert your Traditional IRA into a Roth IRA.
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Calculate a Variable Annuity Return
Contributing to a Variable Annuity creates long term tax deferred growth. Use this calculator to see how a Variable Annuity might fit into your retirement plan.
Source: ©CPA Site Solutions