Calculator category
Retirement Accounts Calculators
Plan and optimize tax-advantaged retirement accounts - 401(k)s, IRAs, Roth conversions, HSAs, RMDs, and contribution limits.
- Calculators
- 19 tools
- Cost
- Free to use
- Access
- No signup required
Category guide
What you can calculate here
This hub collects free tools for retirement accounts calculators. Use the calculators below to test assumptions, compare scenarios, and move from rough estimates to clearer next steps.
Start with
- 401(k) Calculator
Project a 401(k) balance at retirement with employee and employer contributions.
- 401(k) Contribution Calculator
Calculate per-paycheck 401(k) contributions needed to hit an annual target.
- 401(k) Early Withdrawal Penalty Calculator
Estimate taxes, penalties, and net proceeds from an early 401(k) withdrawal.
- 401(k) Employer Match Calculator
Estimate employer matching contributions and missed match value.
- 403(b) Calculator
Project 403(b) retirement balance with employee and employer contributions.
- 457(b) Calculator
Project 457(b) balance and contribution percentage by retirement.
retirement-accounts
401(k) Calculator
Project a 401(k) balance at retirement with employee and employer contributions.
retirement-accounts
401(k) Contribution Calculator
Calculate per-paycheck 401(k) contributions needed to hit an annual target.
retirement-accounts
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.
retirement-accounts
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.
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