Retirement Savings and Planning 

Individual 401(k) Savings 

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

IRA Spend It Or Save It

Use this calculator to determine the difference between spending your IRA now versus saving it for retirement.
 

Retirement Income

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Retirement Nest Egg

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.

Roth vs. Traditional IRA

Use this calculator to determine which IRA may be right for you.

Traditional IRA

How can contributing to a regular IRA help you in your retirement?

HSA Calculators  

HSA Contribution

This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year. 

HSA Goal Calculator 

Are you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal. 

HSA Savings Calculator

Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.


HSA vs. Traditional Plan 

Compare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.

HSA Employer Benefit
This calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees. 

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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. 
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The Investment Management Consultants Association offers financial calculators for personal finance, home finance, investments, retirement, leases and mortgages. These valuable tools can be accessed by clicking the link shown below:

www.imca.org/main/do/calculators/


Please Note: The information presented by the calculators is for illustration purposes only, and the results shown are dependent upon the assumptions and information entered by you. These calculators cannot predict investment returns or other future results.