USA: Retirement

USA: Retirement 401(k) Contribution and Employer-Match Calculator Calculate employee 401(k) contributions, employer match and projected annual total. Supports tiered match formulas and 2026 contribution limits. Open tool USA: Retirement Social Security Claiming-Age Break-Even Calculator Compare Social Security retirement benefits at two claiming ages and estimate when cumulative later-claim benefits catch earlier claiming. Open tool USA: Retirement Required Minimum Distribution Calculator Estimate the distribution required from one retirement account using its prior December 31 balance and the applicable IRS life-expectancy table. Compare th Open tool USA: Retirement Roth IRA Eligibility and Contribution Calculator Check direct Roth IRA contribution room for 2026 using your filing status, modified adjusted gross income, eligible compensation and age. The estimate appl Open tool USA: Retirement HSA Contribution and Tax-Savings Calculator Estimate HSA contribution room and the tax savings from an additional contribution in 2026. Enter eligible self-only and family coverage months, employer c Open tool USA: Retirement 2026 Medicare IRMAA and Premium Calculator Estimate one person’s 2026 Medicare Part B premium and Part D income-related adjustment from 2024 modified adjusted gross income. The result separates the Open tool USA: Retirement Retirement Savings Gap and FIRE Calculator Compare projected retirement savings with a portfolio target based on spending, healthcare, benefits and taxes. The calculator models your selected retirem Open tool