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Retirement calculators and guides
Retirement savings, catch-up contributions, Roth vs traditional choices, Social Security timing, and monthly retirement-income planning.
How to use this hub
A cleaner path through the money math
- Estimate future balance
- Check contribution gap
- Compare tax treatment
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Priority guides
These are the highest-utility articles in this topic before you dig into the full archive.
Retirement
Retirement Savings by Age Calculator: Are You on Track?
Compare your current retirement savings to age-based checkpoints and see what monthly contribution may help close the gap.Retirement
How Much Do You Actually Need to Retire? (It's Less Than You Think)
$2 million sounds impossible. But starting at 25 and saving $400/month gets you over $1M by 65. The math of compound interest, in plain English.Retirement
Roth vs. Traditional 401(k): Which Contribution Costs More Today?
Compare the paycheck tradeoff between Roth and pre-tax retirement contributions before choosing a deferral strategy.Recently added
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10 guides in this topic.
Retirement
Compound Interest Calculator With Monthly Contributions
See how monthly investing can compound over time, even when the starting balance is small.
Retirement
How Much Should I Have Saved for Retirement by 40?
Estimate a retirement savings benchmark by age 40 and adjust it for income, expenses, debt, and timeline.
Retirement
How Much Should I Save Monthly for Retirement?
Retirement savings needs depend on age, current savings, target age, expected return, and desired income. Estimate the monthly gap.
Retirement
Can You Retire With $1 Million? Run the Monthly Income Math
A $1 million retirement balance can mean very different monthly income depending on withdrawal rate, taxes, inflation, and lifestyle.
Retirement
Retirement Calculator: How Much Will I Have If I Keep Saving Monthly?
Estimate how current savings, monthly contributions, time, and return assumptions may grow into a future retirement balance.
Retirement
Retirement Income Calculator: Estimate Monthly Income From Savings
Estimate monthly retirement income from your savings. See how $500,000, $800,000, or $1 million changes at 3%, 4%, and 5% withdrawal rates.
Retirement
Social Security Break-Even Calculator: Compare Claiming Ages
Compare claiming Social Security earlier or later by estimating monthly benefit differences and break-even age.