Retirement & Annuity Calculators

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.

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Financial Calculators

Explore our calculators.

Retirement Age Calculator

When can I retire?

Retirement Nest Egg Calculator

How much will I have?

Retirement Savings Calculator

How much do I need to save?

Auto Loan Calculator

What will my paments be?

Mortgage Calculator

What will my mortgage payment be?

More Annuity & Retirement Calculators

Type of Annuity CalculatorAnnuity Calculator
Fixed Annuity CalculatorOceanview Insurance Co. Fixed Annuity
Income Annuity CalculatorThe Standard Insurance Co. Immediate Calculator
Fixed Annuity CalculatorThe Standard Insurance Co. Fixed Annuity Calculator
Income Annuity CalculatorCharles Schwab Income Annuity Calculator
Long Term Care Annuity CalculatorGlobal Atlantic Long Term Care Annuity
Income Annuity CalculatorSun Life Income Annuity Calculator
Immediate Annuity CalculatorAIG Immediate Annuity Calculator
Fixed Index Annuity CalculatorThe Standard Index Annuity Calculator
Index Annuity CalculatorGreat American Index Annuity Calculator
Fixed Annuity Annuity Calculator
Roth IRA vs Traditional IRA Global Atlantic Roth vs Traditional IRA Calculator
RMD Calculator RMD Calculator
Taxable vs. Tax Deferred CalculatorTaxable vs. Tax Deferred Calculator
Income Annuity CalculatorUSAA Income Annuity Calculator

Retirement Resources to Get Started

Retirement crisis in americaRetirement 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.

"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.

Retirement Planning Insights

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10 Year-End Tax Planning Tips

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

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Social Security Benefits For Divorced Spouse

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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