Retirement calculators & tools
Whether you're just beginning to think about retirement or are already enjoying it, these interactive retirement calculators and tools can make it easy for you to plan and prepare for the road ahead.
You can make catch-up contributions to many retirement plans beginning in the year you turn 50.
You can start taking penalty-free withdrawals from qualified retirement plans such as 401(k)s, 403(b)s and profit sharing plans after you left your employer in the year you turned 55 or later.
You can begin taking withdrawals without penalty from IRAs and qualified retirement plans.
You can start taking reduced Social Security benefits.
You can apply for Medicare.
You can start taking full Social Security benefits depending on your birth year. Any delay in applying for Social Security benefits, up to age 70, can qualify you for increased retirement benefits.
You must begin taking Required Minimum Distributions (RMDs) from most retirement accounts.
Important Upcoming Dates
May - August 2015
Second installment of 2014 estimated quarterly tax payment due for those who are self-employed or have income not subject to withholding
Employers sponsoring calendar year qualified plans with eligible employees or $250,000 or more in assets must file IRS form 5500 or 5500-EZ