Tax & Retirement Calculators

Before you invest, explore your options and test your strategies using different variables and find out what you need for retirement.

"I am truly impressed by the service provided by your company; your coordinated and responsive teamwork; and the care and concern for your clients."

D. Seah, Singapore

Other Useful Calculators

» Traditional IRA Calculator

How can contributing to a regular IRA help you in your retirement?

» 72(t) Calculator

The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.

» Beneficiary Required Minimum Distribution (RMD) Calculator

Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

» Projected Required Minimum Distribution (RMD) Calculator

Use this calculator to determine your Future Required Minimum Distributions (RMD) as an account owner of a retirement account.

» Retirement Income Calculator

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

» Retirement Shortfall Calculator

Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

» Individual 401(k) Contribution Calculator

Use this calculator to determine your maximum Individual 401(k) contribution and compare it to other employer sponsored plans.

» Roth vs. Traditional IRA Calculator

This calculator will show the advantage, if any, of converting your IRA to a Roth.

» Required Minimum Distribution (RMD) & Stretch IRA Calculator

Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

» Health Savings Account (HSA) Savings Calculator

Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.



*Calculators on this page are provided by Principal Trust CompanySM.

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Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.993.2015. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

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