Retirement Planner for Two Spouses

Project the combined retirement nest egg for two working spouses with separate savings and contributions.

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Estimate the true cost of a 401(k)/403(b) loan by comparing lost investment growth against your repayments.

Compare the tax on a Net Unrealized Appreciation (NUA) stock distribution against rolling employer stock into an IRA.

See whether your current savings plan will reach your retirement goal — and the gap if it falls short.

Estimate the required minimum distribution from an inherited IRA using the IRS Single Life Expectancy Table.