Financial Calculators
| 401(k) Calculator | A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up. |
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| 401(k) Contribution Effects on Your Paycheck Calculator | Use this calculator to see how increasing your contributions to a 401(k) plan can affect your paycheck as well as your retirement. |
| 72(t) Calculator | The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement. |
| 72(t) Distribution Impact | This calculator is designed to examine the affects of 72T distributions on your retirement plan balance. |
| Beneficiary Required Minimum Distribution (RMD) - Current Year | Use this calculator to determine your Beneficiary Required Minimum Distributions (RMD) of a retirement account for the current year. |
| Beneficiary Required Minimum Distributions (RMD) - Eligible Designated Beneficiary | Use this calculator to create a projection of your future Required Minimum Distributions (RMD) as a "Eligible Designated Beneficiary" of a qualified retirement account or if the original account owner died before January 1, 2020. |
| Beneficiary Required Minimum Distributions (RMD) - Spouse Inherited IRA | Use this calculator to create a future projection and Required Minimum Distributions (RMD) as a spouse beneficiary electing not to treat the inherited retirement account as his/her own. |
| How Important Is Social Security? | Use this calculator to determine how losing this important retirement asset could affect you. |
| How long will my retirement savings last? | Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals. |
| IRA Spend It or Save It Calculator | Spending your IRA before you retire can be a costly decision. See how taking out your IRA early could cost you thousands of dollars both in taxes and lost earnings. |
| Pension Plan Retirement Options | Use this calculator to help decide between joint survivorship and single survivorship pension options. |
| Pension vs. Lump Sum Payout Calculator | Use this calculator to compare the results of getting a lump sum payout instead of a guaranteed monthly pension for life. |
| Required Minimum Distribution (RMD) | Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements. |
| Required Minimum Distribution (RMD) - Current Year | Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year. |
| Required Minimum Distribution (RMD) - Future Projection | Use this calculator to create a projection of your future Required Minimum Distributions (RMD) as an owner of a qualified retirement account. |
| Retirement Contribution Effects on Your Paycheck Calculator | Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement. |
| Retirement Income Calculator | Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. |
| Retirement Nest Egg Calculator | Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be. |
| Retirement Plan Withdrawal Calculator | Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account. |
| Retirement Planner Calculator | Quickly determine if your retirement plan is on track - and learn how to keep it there. |
| Retirement Planner for Two Working Spouses with Different Retirements | Plan your retirement for a household that has two working spouses that retire at different times. Find out if you are on track - and learn how to stay there. |
| Retirement Planner with Taxes for a Deferred Retirement Savings Plan | Plan your retirement with the impact of a changing tax rate in retirement. This calculator is designed to model the impact of a tax deferred plan like an Traditional IRA or 401(k) and possible changes to your tax burden in retirement. |
| Retirement Shortfall Calculator | Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan. |
| Roth (after-tax) Account or Pre-Tax Account? | You may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you. |
| Roth 401(k) Conversion Calculator | This calculator will show the advantage, if any, of converting your pre-tax 401(k) to a Roth 401(k). |
| Roth 401(k) vs. Traditional 401(k) Calculator | Use this calculator to determine which 401(k) contribution type might be right for you. |
| Roth IRA Calculator | Use this calculator to compare the Roth IRA to an ordinary taxable investment. |
| Roth IRA Conversion Calculator | This calculator will show the advantage, if any, of converting your IRA to a Roth. |
| Roth IRA vs. Traditional IRA Calculator | Use this calculator to determine which IRA may be right for you. |
| Roth vs. Traditional 401(k) and your Paycheck | See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings. |
| Should you borrow from a 401(k) or 403(b)? | The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings. |
| Social Security Benefit Calculator | Use this calculator to estimate your Social Security benefits. |
| Traditional IRA Calculator | How can contributing to a regular IRA help you in your retirement? |
| Asset Allocation - Broad Portfolio Calculator | Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of a broad portfolio of stocks, bonds and cash. |
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| Inflation - Historic Impact on Investments | Inflation reduces your the purchasing power of your money. Use this calculator to see the historic impact of inflation on an investment or savings balance. |
| Taxable vs. Tax Deferred vs. Tax Free Investment | This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment. |
| 1040 Tax Calculator | Use this 1040 tax calculator to help estimate your tax bill for the current tax year's rates and rules. |
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| Payroll Deductions Calculator | Use this calculator to help you determine your net paycheck. This calculator uses the 2022 tables and the redesigned W-4 created to comply with the elimination of exemptions in the Tax Cuts and Jobs Act (TCJA). |
| Simple Federal Tax Calculator | Enter your filing status, income, deductions and credits and we will estimate your total tax for or refund. |
AtlanticMidwest Investment Research
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