Calculators
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Financial Pathways
Retirement Planner Calculator
Easily estimate how much you will need for retirement in just 5 simple steps.
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Financial Pathways
Retirement Plan Contribution Calculator
Take full advantage of your employer-sponsored retirement and find out how you can maximize your retirement plan contributions with this easy-to-use, online calculator.
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Financial Pathways
Social Security Illustrator Calculator
Quickly and conveniently determine your estimated social security benefits.
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Getting Started
401(k) Contribution Calculator
This easy-to-use tool helps determine the 401(k) contribution amount that’s best for you.
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Getting Started
Cost of Waiting Calculator
This calculator shows you that the earlier you start saving, the more potential there is to build a significant nest egg.
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Career Changes
Early Payout Calculator
Determine how much money you would potentially receive - after taxes and penalties - if you cashed out your retirement plan early.
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Career Changes
401(k) Rollover Calculator
Easily calculate the right 401(k) rollover contribution amount for you.
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Financial Pathways
Retirement Planner Calculator
Easily estimate how much you will need for retirement in just 5 simple steps.
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Getting Started
Roth 401(k) Calculator
Which type of 401(k) plan is right for you -- a traditional or a Roth 401(k)?
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Career Changes
Borrowing From a 401(k)
Thinking of taking a loan from your 401(k) plan? Before you do, you should check out the true costs of such a loan with this calculator.
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Investing Wisely
Asset Allocation Profiler
Creates a simple profile of an investor and suggests an asset allocation.
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Financial Pathways
Income Planner
How much income can you expect in retirement? This calculator will help you estimate how much you can afford to spend each year, based on how long you want your savings to last.