Tools
Retirement worksheets, checklist and guide
Everything here runs on this page with no sign-up, and nothing you type leaves your device. The worksheets supply no contribution limit, return, tax rate, claiming age or benefit: you type every number, and results are labeled hypothetical. They show arithmetic, not forecasts, and this is general information, not financial, tax or legal advice.
Worksheets
Retirement Savings Gap Worksheet (Hypothetical Projection)Type your savings, yearly contribution, years to go, an assumed return and a target to see a hypothetical projected balance and the gap or surplus.
401(k) Match Calculator: Employer Money Captured vs Left BehindType your pay, your contribution percent and your plan's match formula to see employer dollars captured and left on the table. We supply no formula.