Get your Retirement Score, with next steps to consider. Not a Fidelity customer? Check the status of your retirement plan by answering six simple questions. If you need to tap into retirement savings prior to 59½ and want to avoid an early distribution penalty, this calculator can be used to determine the allowable distribution amounts under code 72(t). Substantially Equal Periodic Payments / 72(t) Calculator ![]() (Please see your tax advisor for your unique situation)Ĭompare estimated monthly and lifetime benefits at different ages to create a comprehensive claiming strategy. Get an estimate of what you may be able to contribute to your small business retirement plan. ![]() Net worth statement template helps to calculate your net worth to review your progress and compare it to your financial goals. Small Business Retirement Plan Contribution Calculator College Student Budget calculator that helps to organize income from fundings, contributions and expenses and create your college budget plan. Take a few minutes to tell us your priorities and we'll help you create a plan to save and pay down debt. Understand the potential outcomes that a Roth Conversion could have on your financial outlook so you can decide whether one is right for you. See how a Roth IRA conversion, Qualified Charitable Distributions (QCDs), and taxable/tax free withdrawals could affect your current year taxes. Get a quick estimate of how much you could have to spend every month and explore ways to impact your cash flow in retirement. Required Minimum Distribution (RMD) Calculatorĭetermine your required retirement account withdrawals after age 73.* Get a holistic view of your retirement plan and explore changes that may help you become better prepared. Investing can make your savings grow faster, but you need to work out: what kind of risk you’re prepared to take sometimes called your ‘investor profile’, and. ![]() Get an estimate for guaranteed income payments you can receive through a fixed income annuity (guarantees are subject to the claims-paying ability of the issuing insurance company).ĭetermine your estimated required minimum distribution from an Inherited IRA.Īnswer a few questions in the IRA Contribution Calculator to find out whether a Roth or traditional IRA might be right for you, based on how much you're eligible to contribute and how much you might be able to deduct on your taxes. KiwiSaver is a work-based savings scheme to help you save for your retirement.
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