QUALIFIED PLANS CALCULATORS

 

• Evaluate my company pension payout options

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• How much can I contribute to an IRA?

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• How much retirement income may an IRA provide?

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• Should I convert to a Roth IRA?

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• What will my qualified plan(s) be worth at retirement?

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• What is my current year required minimum distribution?

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• What is my projected required minimum distributions?

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• What are my lump sum distribution options?

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• How do I maximize my employer 401(k) match?

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• What is the impact of borrowing from my retirement plan?

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• What is the impact of early withdrawal from my 401(k)?

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• I'm self-employed, how much can I contribute to a retirement plan?

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• Net unrealized appreciation (NUA) vs. IRA rollover?

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• What are my Stretch IRA distributions?

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• 72(t) early distribution analysis