Retirement 101 tools
Color of Money Risk Analysis
Required Minimum Distribution Calculator
Required Minimum Distribution Calculator
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
Required Minimum Distribution Calculator
Required Minimum Distribution Calculator
Required Minimum Distribution Calculator
Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA. In general, your age and account value determine the amount you must withdraw. Note that taxes may be due on the distributions. Do not include balances from a Roth IRA or Roth 401(k).
Find your retirement age
Required Minimum Distribution Calculator
See How Much Income Your Savings can generate
There are advantages and disadvantages to taking your benefit before your full retirement age. The advantage is that you collect benefits for a longer period of time. The disadvantage is your benefit will be reduced. Each person's situation is different. Click below to find your Social Security retirement age.
See How Much Income Your Savings can generate
See How Much Income Your Savings can generate
See How Much Income Your Savings can generate
Find how much guaranteed income your assets can generate with the New Heights Select Guaranteed Income Tool.
Florida Retirement System
See How Much Income Your Savings can generate
Florida Retirement System
Attention Educators! Understand how your state pension plan works.
