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) Spend It or Save It Calculator | There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings. |
| 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. |
| 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. |
| 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 Plan Withdrawal Calculator | Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account. |
| Roth 401(k) vs. Traditional 401(k) Calculator | Use this calculator to determine which 401(k) contribution type might be right for you. |
| Social Security Benefit Calculator | Use this calculator to estimate your Social Security benefits. |
| Cost-of-Debt Calculator | Use this calculator to see just how expensive paying interest on your debt can be. |
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3200 Olympus Blvd., Suite 100
Dallas, TX 75019