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Financial Calculators

Retirement Savings and Planning
72(t) CalculatorThe IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
How long will my retirement savings last CalculatorUse this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
Required Minimum Distribution (RMD)Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Retirement Income CalculatorUse this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
RMD & Stretch IRA CalculatorUse this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Roth IRA Conversion CalculatorThis calculator will show the advantage, if any, of converting your IRA to a Roth.
Social Security Benefit CalculatorUse this calculator to estimate your Social Security benefits.
Investment Calculators
Investment DistributionsThis calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
Investment Goal CalculatorUse this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Investment ReturnsThere is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Taxable vs. Tax Deferred vs. Tax Free InvestmentThis calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
Insurance Calculators
Fixed Annuity CalculatorA fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan.

Independent Planners Group
20645 N Pima Rd, Suite 150
Scottsdale, CA

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.