QUALIFIED PLANS CALCULATORS

Please try our wide variety of interactive financial calculators. For more information on investment options, please visit our Wealth Management page.

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What Are My Stretch IRA Distributions?

By naming a beneficiary on your IRA account it will provide the beneficiary the opportunity to "stretch" out the IRA proceeds over his/her life expectancy. This gives the beneficiary more time to take advantage of tax-deferral status of the IRA assets.
 

How Much Can I Contribute to an IRA?

Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA - tax filing status, your current earned income level and whether or not you participate in a retirement plan at work.
 

How Much Retirement Income May My IRA Provide?

Your retirement income can vary widely depending on what type of IRA holds your savings and what assumptions you make about return and tax rates during the accumulation and withdrawal periods.
 

Should I Convert to a Roth IRA?

Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when you convert your taxable retirement assets into a Roth IRA you will generally pay ordinary income tax on the taxable amount that is converted.
 

What Will My Qualified Plan(s) Be Worth at Retirement?

It may surprise you how significant your retirement accumulation may be simply by contributing regularly to a qualified plan.
 

What Is My Current Year Required Minimum Distribution?

Current tax law specifies that once you reach a certain age, you must begin taking RMDs annually from your IRAs and other retirement plans. Generally, the RMD amount is determined based on your prior year's IRA balance of all of your IRA assets divided by your life expectancy.
 

What Is My Projected Required Minimum Distribution?

Current tax law specifies that once you reach a certain age, you must begin making taxable withdrawals from your Traditional IRAs and many other retirement plans. These minimum distributions are calculated annually based on your age, account balance at the end of the previous year, marital status and spouse's age.
 

What Are My Lump Sum Distribution Options?

You've spent a long time accumulating funds in your retirement account. When you retire and take distribution of your funds you have many options to consider.
 

How Do I Maximize My Employer 401(k) Match?

Many employees are not taking full advantage of their employer's matching contributions. Use this calculator to figure out how.