Calculators Suite


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Retirement Plan Distribution Planner

If you leave your job, you have several options for the money you've saved in your employer's retirement plan. How you decide to handle that money can significantly affect both current taxes and penalties and your future retirement savings.

To help you decide what to do with the money when you leave your employer, answer the questions below, then click Submit.


What is your current plan balance?

$

What is your current age?


  1. 14
  2. 35
  3. 56
  4. 78
  5. 99

Value:  

At what age do you plan to retire?


  1. 55
  2. 60
  3. 65
  4. 70
  5. 75

Value:  

Which annual rate of return do you expect to earn on your investments until they are withdrawn?


What is your federal income tax rate?


If your income is subject to state taxes, enter your state income tax rate.

%