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Financial Planning Resources

Planning Calculators

Retirement Planning Calculators

Interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice.
  • 403(b) Retirement Calculator 403(b) plans are only available for employees of certain non-profit tax-exempt organizations: 501c(3) Corps, including colleges, universities, schools, hospitals, etc. If you are an employee of one of these organizations, a 403(b) can be one of your best tools for creating a secure retirement.
  • Roth IRA Calculator Creating a Roth IRA can make a big difference in your retirement savings. There is no tax deduction for contributions made to a Roth IRA, however all future earnings are sheltered from taxes. The Roth IRA provides truly tax-free growth.

Did You Know?

Pre-Tax Contributions

Contributions made to your 403(b) immediately reduce your current taxable income. The amount you contribute to your 403(b) is not reported as taxable income on your W-2 to the Internal Revenue Service (IRS). If you contribute $4,000 of your annual salary of $40,000 to a 403(b), only $36,000 is reported as taxable income to the IRS; thus your 403(b) program reduces your taxable income.

If you already have a traditional savings plan, you can make the same contributions to your 403(b) program and actually increase your take-home pay.

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