Life Planning Calculator

To estimate your Life Plan, enter an initial deposit and/or monthly deposits to calculate your future savings value.

Initial Deposit
$
Monthly Deposit
$
Growth Rate
   % per year
Years
  
Future Value*
$
*Based on Monthly Compounding.

72(t) Calculator

The Internal Revenue Code section 72(t) and 72(q) can allow for penalty free early withdrawals from retirement accounts under certain circumstances. These sections can allow you to begin receiving money from your retirement accounts before you turn age 59-1/2 generally without the normal 10% premature distribution penalty. Use this calculator to determine your allowable 72(t)/(q) Distribution and how it maybe able to help fund your early retirement. The IRS rules regarding 72(t)/(q) Distributions are complex. Please consult a qualified professional when making decisions about your personal finances. Please note that your financial institution may or may not support all the methods displayed via this calculator.


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