Retirement & Pensions
Project your pension pot, the income it supports, and the date you could reach financial independence.
Retirement & Pension Calculator
Project your pot at retirement, see it in today's money, and the monthly income it supports.
FIRE Calculator
Your FIRE number, the age you reach financial independence, and how far along you already are.
US Required Minimum Distribution (RMD) Calculator
Calculate your required minimum distribution from tax-deferred retirement accounts based on IRS tables.
US Social Security Calculator
Optimize your claiming age (62 vs FRA vs 70) and compare cumulative lifetime retirement benefits.
Backdoor Roth IRA Calculator
Estimate conversion taxes, taxable portions, and pro-rata rules for a backdoor Roth IRA conversion.
SIPP vs LISA Calculator
Compare a Self-Invested Personal Pension (SIPP) with a Lifetime ISA (LISA) for retirement savings.
401(k) Calculator
Project your 401(k) balance at retirement from salary, contribution rate, employer match, and investment return, with the IRS contribution limit applied automatically.
Roth IRA Calculator
Project your tax-free Roth IRA balance at retirement from annual contributions and investment return, with the IRS contribution limit applied automatically.
UK Pension Calculator
Project your UK workplace pension pot at retirement from salary, employee and employer contributions, and investment return — with tax relief and the 25% tax-free lump sum.
Annuity Calculator
Project an annuity's accumulation phase and calculate the level payment a lump sum supports during the payout phase.
Australia Super Contributions Calculator
Estimate employer super, salary sacrifice, concessional cap room, contribution tax, take-home cost, and projected balance.