Calculators

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Income Tax Calculator - The Income Tax Calculator estimates the refund or potential owed amount on a federal tax return. It is mainly intended for residents of the U.S. and is based on the tax brackets of 2019 and 2020. The 2020 tax values can be used for 1040-ES estimation, planning ahead, or comparison.

Social Security Calculator - The U.S. Social Security website provides calculators for various purposes. While they are all useful, there currently isn't a way to help determine the ideal (financially speaking) age at which a person between the ages of 62-70 should apply for their Social Security retirement benefits. This tool is designed specifically for this purpose. Please note that this calculator is intended for U.S. Social Security purposes only.

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401K Calculator - The 401(k) Calculator can estimate a 401(k) balance at retirement as well as distributions in retirement based on income, contribution percentage, age, salary increase, and investment return. It is mainly intended for use by U.S. residents.

 

Always Maintain a Retirement Documents Folder Containing the following information:

  • Leave & Earnings Statement

  • Social Security Statement

  • Marriage License / divorce decree

  • SF-1152 - Survivor Beneficiary Form

  • SF-1153 - FEGLI Beneficiary Form

  • SF-2808 - FEGLI Contingent Beneficiary Forms

  • TSP-3 - TSP Beneficiary form

  • Military DD214 (Military time)