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. Questions you may ask include: 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 calculators are designed as educational tools to help you estimate answers to common retirement and financial planning questions.

Retirement Calculators

Retirement Nest Egg Calculator

Retirement Age calculator

Retirement Savings Calculator

Mortgage Loan and Auto Loan Calculators

You’ll need to input interest rates when using either of the below financial calculators. A reputable website to get current mortgage and auto loan rates is Bankrate.com. 

Mortgage Calculator

Retirement Age calculator

Social security optimization

Retirement Planning Resources

Retirement Crisis In America Retirement income planning can seem overwhelming, but it doesn’t have to. Writing down all of your monthly expenses and separating them into 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.

"Catch-Up" Contributions

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.