Retirement & Benefits Calculators

Project your 401(k) balance at retirement including employer match, contribution increases, and fees.

Project dividend income, reinvestment growth, and yield on cost over time.

Calculate the discount, guaranteed return, and tax treatment of an employee stock purchase plan with a lookback.

Find your financial independence number and the year you can retire early, based on savings rate and spending.

Estimate a defined-benefit pension from your years of service and final average salary, and compare it against a lump sum offer.

See how long your portfolio lasts, how much you can withdraw each year, and where Social Security fits in.

Estimate the tax cost of converting traditional IRA money to a Roth and compare long-run after-tax outcomes.

Estimate withholding at vest, the gap versus your actual tax rate, and capital gains if you hold the shares.

See how claiming early or delaying changes your monthly benefit and your lifetime total.