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IRA Calculators

Choose the Right IRA for You

Saving for retirement is an important part of your financial future. That’s why we provide our IRA calculators—to help you make the best decision to fit your financial needs.

• Which will provide the most retirement income? Compare four investment alternatives to maximize your income during retirement.
• How will changes in my tax rate affect the decision? Understand how tax rate during retirement may affect your income.
• What option is best for estate planning? Determine which IRA is most effective for estate planning.
• How do return rates affect my retirement income? Learn how the rate of return may affect your income during retirement.
• When should I begin saving?  Determine how early you should start saving for your retirement.
• How will a large withdrawal affect the decision?  Understand the best options if you plan to withdraw from your retirement account early.
• Should I convert my IRA to a Roth IRA?  Find out if a Roth IRA is the choice for you.
• How much may I contribute to my IRA?  Determine the appropriate IRA contribution for you.