Estimate the 10% penalty plus income tax cost of an early 401(k)/IRA withdrawal, and what you'd actually keep.
Check a 529 plan lump-sum contribution against the federal gift tax annual exclusion and the 5-year superfunding election.
Look up your Traditional/Roth IRA contribution limit for the current tax year, based on your age.
Calculate a sustainable annual and monthly withdrawal from your retirement savings at a safe withdrawal rate.
Look up your HSA contribution limit for the current tax year, based on coverage type and age.
Estimate your Social Security monthly benefit from average earnings and claiming age.
Calculate the present and future value of a stream of equal periodic payments.
Calculate your required minimum distribution from a retirement account using the IRS Uniform Lifetime Table.
Calculate your employer's 401(k) match and check whether you're leaving free matching money on the table.
Project your retirement savings balance from current savings, monthly contributions, and expected return.
Calculate the nest egg needed to support your desired spending indefinitely (Financial Independence).
Look up your 401(k) employee contribution limit for the current tax year, based on your age.
Check your planned FSA contribution against the current tax year's healthcare FSA limit.
Estimate how claiming Social Security early or late adjusts your monthly benefit compared to your full retirement age amount.
Compare the after-tax retirement value of a Traditional (pre-tax) vs. Roth (after-tax) contribution.
Project your 401k balance including employer match, from your salary, contribution rate, and match terms.
Project IRA growth from annual contributions, current balance, and expected return over time.
Estimate a defined-benefit pension payout from years of service, final salary, and the plan's multiplier.
Find your Social Security full retirement age (FRA) based on your birth year.
Estimate the 10% penalty plus income tax cost of an early 401(k)/IRA withdrawal, and what you'd actually keep.
Check a 529 plan lump-sum contribution against the federal gift tax annual exclusion and the 5-year superfunding election.
Look up your Traditional/Roth IRA contribution limit for the current tax year, based on your age.