Savings Calculators and Retirement Planning Calculators

• Your Retirement Road Map
• Retirement Goals Worksheet

Retirement planning calculators

Union Plus Retirement Planning Calculators and our other planning tools can help you plan for retirement more efficiently. Using the financial guidelines derived from your calculations, you'll find it easier to set, plan and achieve your Retirement Goals.

• How will retirement affect my expenses?
• Am I saving enough? What can I change?
• How will this account be used?
• What will I earn with my retirement money?
• How advantageous is increasing my retirement savings?
• Which savings or income source will be the largest?
• How much can I contribute to my retirement plan?
• What if I underestimate my expenses?
• What will my income be after I retire?
• What will my expenses be after I retire?
• What happens if tax laws change?
• How much of an effect can inflation have?
• Which savings should be used first?
• How much will Social Security provide after retirement?
• What if Social Security no longer exists?

Savings calculators

Use our Savings Calculators and some smart money saving tips to help with life event planning.

• What will it take to become a millionaire?
• How much will my savings be worth?
• What will it take to save for a vehicle, home, etc.?
• What will it take to save for a college education?
• How will taxes and inflation affect my savings?
• How much of a difference will the rate make?
• What's it worth to reduce my spending?
• How much, at what rate, when?
• Which is better: cash or payments?
• How much will my CD be worth at maturity?

IRA calculators

Not sure when or how to start a retirement savings plan of your own? Let our IRA calculators help you achieve your savings goals.

• Which will provide the most retirement income?
• How will changes in my tax rate affect the decision?
• What option is best for estate planning?
• How do return rates affect my retirement income?
• When should I begin saving?
• How will a large withdrawal affect the decision?
• Should I convert my IRA into a Roth IRA?
• How much may I contribute to an IRA?

Investing & Retirement Planning

For most of us, saving for retirement is our most important financial goal. We may live 20 or 30 years after we stop working. Financial planners strongly advise against depending entirely on the income you receive from Social Security. Looking for more information on investment basics?

• Investing Basics
• Investing in Mutual Funds
• Asset Allocation

Life event planning

It's hard to plan for life events — especially since so many of them are unexpected. But when you have clear, achievable financial goals, it's easier to keep a steady course despite the gusts of good or bad fortune that may blow your way.

• Retirement Planning
• Personal Budgeting
• Estate Planning

Taxes

The strategies you use to manage taxes can have a big impact on the growth and preservation of your retirement savings. Although the tax laws are complicated, our financial planning tools can help you make the right moves — and avoid some of the wrong ones.

• Tax and the Homeowner
• Investing and Taxes
• Income Tax Basics

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