Explore retirement, pension, Medicare, and health tools for 401(k), IRA, Roth, RMD, withdrawals, HSA, IRMAA, and QCD planning.
Retirement, Pension & Health
401(k) Contribution Tax Savings Calculator. An employee enters contribution, tax rate, and employer match to estimate tax savings and the employer-match value of a...
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Early Retirement Withdrawal Tax and Penalty Calculator. Estimate taxable retirement-account income, an additional-tax assumption, withholding, and the remaining balance from an early distribution scenario....
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HSA Tax Savings Calculator. A taxpayer enters an HSA contribution, qualified expenses, federal rate, and payroll-tax rate to estimate federal, payroll, and total tax...
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Inherited IRA RMD Calculator. A beneficiary enters inherited balance, distribution period, prior distributions, and tax rate to estimate a remaining required distribution and tax....
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IRMAA Surcharge Calculator. A Medicare beneficiary enters prior-year MAGI, a surcharge threshold, and monthly surcharge to estimate an annual premium adjustment. Use it when...
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Pension and Annuity Taxable Income Calculator. A retiree enters gross payment, basis recovery, and a tax-rate assumption to estimate the taxable portion and illustrative...
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Qualified Charitable Distribution Tax Benefit Calculator. A retiree enters IRA distribution, QCD amount, and a tax rate to compare a qualified charitable distribution with...
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Required Minimum Distribution Calculator. An account owner enters prior-year balance, distribution period, taxable share, and tax rate to estimate an RMD amount and tax....
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Retirement Account Withdrawal Tax Calculator. A retiree enters withdrawal, taxable share, tax rate, and withholding to estimate tax and cash remaining after withholding. Use...
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Roth Conversion Tax Calculator. A taxpayer enters conversion amount, existing taxable income, tax rate, and withholding to estimate added taxable income, tax, and balance...
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Roth vs Traditional IRA Calculator. A saver enters contribution, years, growth rate, and current and future tax rates to compare estimated after-tax values. Use...
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Traditional IRA Deduction Calculator. A taxpayer enters contribution, deductible share, and tax rate to estimate the deductible contribution and tax savings. Use it when...
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