Analyze your situation with regards to saving for your child's college education. The planner allows you to compute one of the many variables while allowing you to modify the others, such as monthly saving, annual return and time to college, etc.
Analyze your retirement needs and savings based on life expectancy, current age, and retirement age.
Figure out how much to save for your retirement and how much to withdraw if you want to make your savings last.
Compare how much money you might withdraw from a traditional IRA, a nondeductible traditional IRA and a Roth IRA, assuming the same contribution to each for the same amount of time.
Help you decide whether it is worth converting your traditional IRA to a Roth IRA. The calculator takes into account if you pay your conversion taxes out of IRA proceeds or if you pull them from other sources. It uses 5 input variables: Years until Retirement, IRA Conversion Amount, Annual Yield, Current Tax Bracket and Retirement Tax Bracket.
Graphically shows how your nest egg grows as you build up towards retirement and how it depletes as you withdraw from it during retirement.