Retirement Accounts Calculators
Plan and optimize tax-advantaged retirement accounts — 401(k)s, IRAs, Roth conversions, HSAs, RMDs, and contribution limits.
19 tools
retirement-accounts
401(k) Calculator
Project a 401(k) balance at retirement with employee and employer contributions.
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401(k) Contribution Calculator
Calculate per-paycheck 401(k) contributions needed to hit an annual target.
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401(k) Early Withdrawal Penalty Calculator
Estimate taxes, penalties, and net proceeds from an early 401(k) withdrawal.
retirement-accounts
401(k) Employer Match Calculator
Estimate employer matching contributions and missed match value.
retirement-accounts
403(b) Calculator
Project 403(b) retirement balance with employee and employer contributions.
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457(b) Calculator
Project 457(b) balance and contribution percentage by retirement.
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Backdoor Roth Calculator
Estimate pro-rata tax and future tax-free value from a backdoor Roth contribution.
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HSA Retirement Calculator
Project HSA balance as a retirement savings vehicle after medical withdrawals.
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Mega Backdoor Roth Calculator
Calculate after-tax 401(k) contribution capacity for a mega backdoor Roth strategy.
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Required Minimum Distribution (RMD) Calculator
Calculate required minimum distribution amount from retirement account balance and age.
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Retirement Contribution Limit Calculator
Estimate total annual retirement contribution capacity across selected account types.
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Roth IRA Calculator
Project Roth IRA balance and tax-free growth by retirement.
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Roth IRA Conversion Calculator
Estimate tax cost and future value impact of converting Traditional IRA assets to Roth.
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Roth vs Traditional IRA Calculator
Compare after-tax retirement value of Roth and Traditional IRA contributions.
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SEP IRA Calculator
Estimate maximum SEP IRA contribution for self-employed income.
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SIMPLE IRA Calculator
Project SIMPLE IRA balance with employee and employer contributions.
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Solo 401(k) Calculator
Estimate maximum Solo 401(k) contribution for a one-person business.
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Traditional IRA Calculator
Project Traditional IRA balance and estimated after-tax retirement value.
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TSP Calculator
Project Thrift Savings Plan balance with agency automatic and matching contributions.