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Retirement Calculators

  • 401K or Roth 401K?
  • How much 401K balance will I get at retirement time?
  • How long can my retirement savings last? 
  • How much 401K or 403b balance will I achieve  in 30 years? 
  • How much is the real return for delaying Social Security payments?
  • How much more Social Security benefits can I get if I keep working one more year before age 62?
  • How much my employer's match is worth?
  • How much retirement income can I get from my 401K? 
  • How much social security payment income? 
  • How much tax I need to pay in a Roth conversion?
  • How much will be my social security benefits? 
  • Is Roth IRA conversion worth it? 
  • Own a small business?  Which retirement plan is the best? Individual 401k, Simple IRA, SEP IRA, Profit Sharing Plan? 
  • Should I invest in a 401K or non-401K account?
  • Should I save in a 401K or a Roth 401K account? 
  • What's file and suspend social security income strategy? 
  • What's my RMD amount?
  • Why Roth IRA is valuable?
  • Should I take 401K distribution at age 55 if possible?
  • How much RMD will I need to take out each year?
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IMPORTANT DISCLOSURES
PFwise.com does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that any material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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