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Retirement Central Tools & Resources

Planning tools/calculators

Informed planning is one of the cornerstones of an effective retirement strategy.

On the retirement planning workbench below, you’ll find a wide-variety of planning tools covering numerous aspects of retirement planning, from selecting the best type of IRA to designing a retirement income strategy that best fits your personal objectives.

Each planning tool includes a thorough introduction of the tool’s purpose as well as a summary of the financial information you’ll need to have available when using the tool. As you begin using your planning tools, be sure to check out the links on the right-hand side of your screen for specific recommendations on related information and tools that may also be helpful.

What are the different Planning Tools/Calculators provided?

  • Early Payout Planners (IRC Sec. 72(t))
  • Health Savings Account (HSA) Tools
  • Inheritance IRAs
  • IRA Selector Tools
  • Required Minimum Distribution (RMD) Planners
  • Rollover Planners
  • Roth IRA Conversion Tools

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