Topic Collection

Retirement Tools

Explore our curated collection of calculators and guides related to Retirement. Use these scientific tools to optimize your performance and health.

See the power of exponential growth. Calculate how your investments grow over time.

When can you retire? Calculate your FIRE Number based on the 4% Rule and savings rate.

Maximize your 401(k). See exactly how much your employer match adds, your tax savings, and your projected retirement balance.

Should you choose Roth or Traditional? Compare after-tax retirement balances based on your current tax rate vs expected rate in retirement.

Compare your monthly Social Security benefits at age 62, full retirement age, and 70 — with breakeven analysis to find the optimal claiming strategy.

Estimate your Medicare Part B and Part D premiums for 2026 based on your income, including IRMAA surcharges for higher earners.

Calculate your Required Minimum Distribution for traditional IRAs, 401(k)s, and inherited accounts using the 2026 IRS Uniform Lifetime Table.

Compare the long-term value of a defined benefit pension vs a 401(k) portfolio. See which provides more income and wealth over a 30-year retirement.