Qualified Plans

Our Range of Qualified Plans Calculators

Company Pension Payout Options Calculator

Evaluate pension payout options using this qualified plans calculator to ensure you select the best retirement income strategy for your financial future.

"Choose the best pension payout for your retirement needs."

401(k) Loan Impact Calculator

Use one of the best finance calculators to determine how taking a loan from your 401(k) will affect your retirement savings and future financial security.

"Understand the consequences of borrowing from your retirement savings."

401(k) Early Withdrawal Impact Calculator

Assess the tax penalties and long-term financial impact of withdrawing from your 401(k) early with this qualified plans calculator.

"Calculate the cost of early withdrawals from your retirement account."

Self-Employed Retirement Contribution Calculator

This is among our leading financial calculators that help sole proprietors and partners determine their contributions to retirement plans based on their net income.

"Maximize your contributions as a self-employed professional."

Net Unrealized Appreciation (NUA) vs. IRA Rollover Calculator

Compare the benefits of NUA and IRA rollovers using this qualified plans calculator to optimize tax savings and long-term investment growth.

"Find the best strategy for distributing employer securities."

Stretch IRA Distribution Calculator

Calculate the potential tax savings and extended growth of your IRA distributions for your beneficiaries with this finance calculator.

"Extend the benefits of your IRA for future generations."

IRA Contribution Limit Calculator

This qualified plans calculator considers income levels, filing status, and retirement plan participation to determine your IRA contribution limits.

"Find out how much you can contribute to your IRA this year."

IRA Retirement Income Estimator

Project your retirement income from Traditional or Roth IRAs based on your contributions, investment returns, and withdrawal rates with this financial calculator.

"Estimate your future income from IRA savings."

Roth IRA Conversion Calculator

Estimate taxes due upon conversion and the long-term benefits of tax-free withdrawals with this finance calculator.

"Determine if converting to a Roth IRA is right for you."

Qualified Plan Value Projection Calculator

Use this qualified plans calculator to estimate how much your retirement plan could be worth at retirement with regular contributions and compounded growth.

"Project your retirement savings growth."

Current Year RMD Calculator

This qualified plans calculator helps you determine how much you must withdraw this year based on age, account balances, and IRS requirements.

"Calculate your required withdrawals from retirement accounts."

Projected Required Minimum Distribution Calculator

Estimate future RMD amounts from your IRAs or retirement plans using this finance calculator to avoid penalties and optimize withdrawals.

"Plan for future RMD withdrawals."

Lump Sum Distribution Options Calculator

Use this financial calculator to evaluate tax implications, reinvestment opportunities, and other factors when withdrawing your retirement funds.

"Explore your options for taking lump-sum retirement distributions."

Employer 401(k) Match Maximization Calculator

Find out how to maximize your employer's match and optimize your retirement savings with this qualified plans calculator.

"Get the most from your employer’s 401(k) matching contributions."

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Pandya Kapadia Bhatt & Associates CPAs LLC