Retirement Calculators

Retirement Planner

Do you know what it will take to create a secure retirement? Use this interactive problem solver to help you create your retirement plan.

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Cost of Delaying Savings

This calculator helps show you how much postponing your retirement savings plan can really cost you.

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Retirement Income

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

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Social Security Benefits Estimator

Estimate how much money you’ll receive from Social Security when you retire.

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Traditional IRA Calculator

An IRA can be an effective retirement tool. Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth.

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Required Minimum Distribution

The IRS requires that you withdraw at least a minimum amount – known as a Required Minimum Distribution – from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning.

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Roth IRA Calculator

Creating a Roth IRA can make a big difference in your retirement savings. See how much more money you’ll have at retirement with this Roth IRA calculator.

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Roth IRA Transfer Evaluator

The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA.

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Variable Annuity Calculator

Contributing to a Variable Annuity creates long term tax deferred growth. See how a Variable Annuity might fit into your retirement plan.

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Become A Millionaire

What will it take to save one million dollars? Enter in your current savings plan and view graphically your financial results for each year until you retire!

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Coronavirus: We're Here to Help

Davie Kaplan, CPA, P.C. is dedicated to our Davie Kaplan family and our clients as we all face this COVID-19 Coronavirus Pandemic together. The link below will take you to our compilation of COVID-19 related information in order to assist you and provide additional resources and insights. As new information emerges we will continue to update these links. Please contact us directly with questions, and stay safe and healthy!

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