Retirement Calculators

Senior Couple Enjoying Snack At Outdoor CafeRequired Minimum Distribution
The IRS requires that you withdraw at least a minimum amount – known as a Required Minimum Distribution – from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue.

Roth IRA Transfer Evaluator
The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA.

Variable Annuity Calculator
Contributing to a Variable Annuity creates long-term tax-deferred growth. See how a Variable Annuity might fit into your retirement plan.

Was last modified 17 May 2024 by chad