Embeddable Scripts
Calculate Your Retirement Account Taxes
Date of Birth (MM/DD/YYYY)
Account Value
Annual Rate of Return
Tax Rate
Calculate
✔ Retirement Calculation Done!
Tax Comparison Summary
| Traditional Tax-Deferred Account | Amount |
|---|---|
| Lifetime Taxes on RMDs | $0 |
| Taxes Paid by Heirs | $0 |
| Total Taxes Over Time | $0 |
| Tax-Free Account |
Amount |
|---|---|
| Taxes Paid on Reallocation | $0 |
| Taxes Paid by Heirs | $0 |
| Total Taxes Over Time | $0 |
Table of Traditional Tax-Deferred Retirement Account
| Age | RMD | Tax | After Tax RMD | Account Balance |
|---|
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Estimate Your Social Security Benefit
Current Age
Month of Birth (MM/YYYY)
Annual Earned Income
Calculate
✔ Retirement Calculation Done!
Estimated Monthly and Annual Benefits
| Starting Age | Year | Monthly Benefit | Annual Benefit |
|---|
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Estimate Your Income Gap in Retirement
Current Age
Retirement Age
Inflation Estimate
Monthly Retirement Expenses
Monthly Guaranteed Income
Social SecurityiExpected monthly income from Social Security at retirement
PensioniExpected monthly pension income at retirement
Other AnnuityiExpected monthly income from other annuities at retirement
Calculate
✔ Retirement Calculation Done!
Results
How Income Gap is Calculated:
We calculate your income gap by first adjusting your retirement expenses for inflation, then subtracting your total guaranteed income sources (Social Security, pension, and other annuities). If expenses are greater than income, the difference is your income gap.
Projected Increase in Expenses Due to Inflation
Calculate with Income Input
Calculate with Expense Input
Current Age
Retirement Age
Years in Retirement
Account Value
Current Annual Income
Current Monthly Expenses
Inflation Estimate
Calculate
✔ Retirement Calculation Done!
Monthly Expenses Comparison
How Income Gap is Calculated:
Longevity Calculator
Current Age
Gender
Male
Female
Smoking Status
Non-Smoker
Smoker
Calculate
✔ Retirement Calculation Done!
Your estimated life expectancy is
84
Other probabilities:
There’s a 50% chance you'll live to age
85
A 20% chance you'll reach age
93
And a 10% chance you'll make it to age
96
Calculate Your Required Minimum Distributions (RMD)
Date of Birth (MM/DD/YYYY)
Account Value
Annual Rate of Return
Calculate
✔ Retirement Calculation Done!
GraphTable
| Age | Account Value | Performance | RMD |
|---|
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