Select a Retirement Calculator

At CAPTRUST, our goal is to help you plan for a comfortable retirement. The tools below will give you the piece of mind that you are progressing toward your retirement goals.

 
Please select the type of calculation you would like to make:
 401(k) Plan Analyzer
Social Security Estimator
Total Retirement Planner


Disclaimer:
These Calculators are provided for estimating purposes only and are not meant to be an exact analysis of your situation. The results of these calculations are estimates based solely on user inputs and the assumptions of the calculator program. Please consult your employer or a qualified financial or tax advisor for advice specific to your situation.

The Federal Government currently sets maximum annual contributions to tax deferred retirement plans. While future IRS contribution caps are unknown, this calculator uses straight percentages based on your entries without regard to the maximum contribution allowed by law. Your actual allowable annual contribution may be less.

This calculator does not take into account any limits on employee contributions which are governed by the specific rules of your employer’s retirement plan and/or by law, nor does it account for pretax salary reductions for medical coverage or other purposes.

CapFinancial Partners, LLC, member FINRA/SIPC.

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