PLANNING TOOLS & CALCULATORS

If you’re new to retirement planning, this can be a great place to start. The resources here can help you determine how much you need to save for retirement, and how to set aside what you need.

Retirement "Quick View"
Will you be ready for retirement? This interactive calculator can help you assess your retirement readiness.

Retirement Planning Calculator
This in-depth calculator can help determine if you are on track for retirement or if your savings may potentially be falling short.

Retirement Fitness Quiz
Take our quick retirement fitness quiz to see where you fall on the scale of preparedness and confidence.

Retirement Account Selection Tool
Making the right investment decisions can be tricky.  If you are not sure how to get started, use this tool to provide different choices.

Retirement Readiness Assessment
Preparing to retire? You can determine how ready you are financially, socially and emotionally.

401k Distribution Calculator
Find out the difference in dollars between taking your 401(k) distribution in cash or rolling it over.

401k Contribution Calculator - Paycheck Effects
Find out how a 401k contribution may affect your take-home pay, annual tax bill and retirement savings.

Is My Traditional IRA Tax-Deductible?
Figure out how much, if any, of a Traditional IRA you can deduct on your taxes.

Social Security Quick Calculator
Estimate how much money you can expect to get from Social Security.

Retirement Income Needs Estimator
Determine how much income you’ll need during your retirement years.

Spending Plan Worksheet
Calculate your monthly income and expenses to determine if there is room to make additional savings for retirement.

Financial Health Worksheet
Complete this worksheet to better understand where you are as a first step in planning your financial future.

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

The information provided in this Web site is not intended to be nor should it be construed as tax or legal advice. As with any tax planning matter or strategy, please consult with your attorney and/or tax advisor.

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