Financial Calculators

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?


These calculators do not take IRA fees into account. Millennium Trust charges fees for IRA custody services. IRA service fees may be deducted directly from the IRA and may reduce the principal balance or earnings of the IRA over time. Consider all costs and fees of the IRA and its investments before deciding which action is best for your particular circumstances.

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 with regard 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.

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.