Retirement Tools

Comprehensive retirement planning tools to help you achieve your financial goals and plan for a secure future.

FIRE Calculator

Calculate your Financial Independence, Retire Early number. Determine how much you need to save to retire early using the popular 4% withdrawal rule and 25x expense multiplier.

Example FIRE Number
$1.5M
For $5K monthly expenses

401(k) Planner

Calculate your 401(k) growth potential with employer matching, contribution limits, and tax advantages. Plan your workplace retirement savings strategy.

Example Projection
$850K
At age 65 with 6% contribution

Social Security Optimizer

Optimize your Social Security claiming strategy. Calculate benefits for different claiming ages and maximize your lifetime benefits.

Optimal Strategy
Age 70
Maximize lifetime benefits

Retirement Income Planner

Plan your retirement income streams including pensions, annuities, dividends, and withdrawal strategies from different account types.

Income Sources
Multiple
Social Security + Savings

Healthcare Cost Estimator

Estimate healthcare costs in retirement including Medicare premiums, long-term care insurance, and out-of-pocket medical expenses.

Lifetime Costs
$300K+
Average healthcare costs

Tax-Efficient Withdrawal

Optimize withdrawal strategies from Traditional IRA, Roth IRA, and taxable accounts to minimize taxes in retirement.

Tax Savings
$15K+
Annual potential savings

Retirement Planning Resources

🎯 Planning Basics

  • • Start early to maximize compound growth
  • • Diversify across account types (401k, IRA, Roth)
  • • Consider inflation impact on expenses
  • • Plan for healthcare and long-term care costs

💰 Savings Strategies

  • • Maximize employer 401(k) matching
  • • Use tax-advantaged accounts first
  • • Consider Roth conversions in low-income years
  • • Automate savings to build consistency

📊 Investment Principles

  • • Use low-cost index funds for core holdings
  • • Maintain appropriate asset allocation
  • • Rebalance portfolio regularly
  • • Avoid emotional investment decisions

Disclaimer: These tools provide educational estimates and should not be considered personalized financial advice. Please consult with a qualified financial advisor for advice tailored to your specific situation.