Only 43 percent of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. Planning for retirement can seem overwhelming, but it doesn’t have to.
You may be asking yourself some of the same questions as many others approaching retirement. Have I saved enough to retire? How long will my money last? When can I afford to stop working? How much retirement income will I need?
Our retirement calculators and annuity quotes are designed as educational tools to help you estimate answers to these common retirement and financial planning questions.
Explore our calculators.
When can I retire?
How much will I have?
How much do I need to save?
What will my paments be?
What will my mortgage payment be?
| Type of Annuity Calculator | Annuity Calculator |
|---|---|
| Fixed Annuity Calculator | Oceanview Insurance Co. Fixed Annuity |
| Income Annuity Calculator | The Standard Insurance Co. Immediate Calculator |
| Fixed Annuity Calculator | The Standard Insurance Co. Fixed Annuity Calculator |
| Income Annuity Calculator | Charles Schwab Income Annuity Calculator |
| Long Term Care Annuity Calculator | Global Atlantic Long Term Care Annuity |
| Income Annuity Calculator | Sun Life Income Annuity Calculator |
| Immediate Annuity Calculator | AIG Immediate Annuity Calculator |
| Fixed Index Annuity Calculator | The Standard Index Annuity Calculator |
| Index Annuity Calculator | Great American Index Annuity Calculator |
| Fixed Annuity Calculator | BankRate.com Annuity Calculator |
| Roth IRA vs Traditional IRA | Global Atlantic Roth vs Traditional IRA Calculator |
| RMD Calculator | RMD Calculator |
| Taxable vs. Tax Deferred Calculator | Taxable vs. Tax Deferred Calculator |
| Income Annuity Calculator | USAA Income Annuity Calculator |
Retirement income planning can seem overwhelming, but it doesn’t have to. Writing down all of your monthly expenses and separating them into the required costs of living and discretionary expenses is a great place to begin. The next step is to determine how much guaranteed monthly income you will receive from social security.
If you have an income gap between your required monthly expenses and the monthly income you will receive from social security; you may consider a 401k rollover into an annuity. Income annuities or an index annuity with an income rider can turn a portion of your retirement savings into a lifetime guaranteed monthly income stream.
Once you’ve got an idea of guaranteed income and expenses, you may find you have some “catching-up” to do. This 2020 tax reference guide contains a lot of helpful information such as IRA, Roth IRA, and 401k annual contribution limits.
This is useful because, for instance, if you are 50 and older, you can contribute an additional $6,500 annually to your 401k.
10 Tax Planning Tips to Help You Wrap Up 2020 As we get closer to year-end, many people are concerned about taxes and the possibility of having to pay higher taxes next year. In fact, in a recent survey,* higher taxes were nearly the top post-election concern (31% were concerned), second only to the spread
Questions and Answers for common 2021 RMD Requirements and Annuity Fair Market Value Letters.
What are the Social Security Benefits for Divorced Spouse? Typically, the Social Security Benefits for divorced spouse is greater of : Your own retirement benefit based on your individual earnings record, or The spousal benefit: Up to 50% of your former spouse’s full benefit, provided that certain requirements are met—even if your former spouse has
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