Retirement Tools

Plan your retirement

Project your balance, and map the milestones and deadlines that matter.

Retirement calculator

Start Early

Time in the market lets compounding do the heavy lifting.

Increase Contributions Annually

Raise your savings rate as your income grows.

Diversify Investments

Spread risk across asset classes and geographies.

Maximize Employer Match

It's an immediate, guaranteed return on your savings.

Retirement Calculator

Projected balance$1,188,181.10
Total contributions$235,000.00
Investment earnings$953,181.10

Projections assume a constant annual return. Actual results will vary.

Key age milestones

50

Catch-Up Contributions

55

Rule of 55

59½

Penalty-Free Withdrawals

62

Early Social Security

65

Medicare Eligibility

67

Full Retirement Age

70

Max Social Security

73

RMDs Begin

2026 contribution limits

401(k)$23,500+$7,500 catch-up (50+)
Traditional / Roth IRA$7,500+$1,000 catch-up (50+)
SEP IRA$69,000employer-funded
SIMPLE IRA$16,500employer match required

Limits and rules are for general information and may change. This is not tax advice.

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