RETIREMENT
TOOLS & CALCULATORS

RETIREMENT
TOOLS & CALCULATORS

We have included several tools to help you better calculate your retirement needs and scenario. Click any one of the tiles below to launch that calculator. If you have any questions, please contact us.

BASIC 401(k) CALCULATOR

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

401(k) SAVINGS WITH PROFIT SHARING

Efficient planning is the key to a successful retirement. You can use this calculator to how a 401(k) with profit sharing plan can help you save for retirement.

401(k) SPEND IT OR SAVE IT

There are several ways to manage your 401(k) when you leave a job. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.

403(b) SAVINGS CALCULATOR

If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.

457 SAVINGS CALCULATOR

A 457 plan can be one of your best tools for creating a secure retirement. Use this calculator to see if this is a good fit for you.

72(t) SAVINGS CALCULATOR

Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.

72(t) DISTRUBTION IMPACT

This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.

BENEFICIARY REQUIRED MINIMUM DISTRIBUTION

Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

COMPANY STOCK DISTRIBUTION

If you own company stock in a retirement plan you may be able to take advantage of using the long-term capital gains tax rate.

HOW IMPORTANT IS SOCIAL SECURITY?

You can utilize this calculator to determine how losing this important retirement asset could affect you and your retirement.

INDIVIDUAL 401(k) CONTRIBUTION

Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.

INDIVIDUAL 401(k) SAVINGS

Are you self employed? You can use this calculator to see the benefits of an Individual 401(k) for the self-employed.

PENSION PLANS RETIREMENT OPTIONS

You can use this calculator to help decide between joint survivorship and single survivorship pension options. Find out which is ideal.

REQUIRED MINIMUM DISTRIBUTION

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.

RMD FOR CURRENT YEAR CALCULATOR

Use this calculator to determine your Required Minimum Distributions (RMD) of a retirement account for the current year.

RETIREMENT EFFECTS ON YOUR PAYCHECK

Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.

RETIREMENT INCOME CALCULATOR

You can make use of this calculator to determine how much monthly income your retirement savings may provide you throughout your retirement.

RETIREMENT NESTEGG CALCULATOR

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.

RETIREMENT PENSION PLANNER

Plan your retirement with a company pension, find out if you are on track – and learn how to stay there.

RETIREMENT PLAN WITHDRAWAL

Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account.

RETIREMENT PLANNER CALCULATOR

Use the calculator to quickly determine if your retirement plan is on track – and learn how to keep it on the straight and narrow.

PLANNER WITH RETIREMENT EARNINGS

Plan your retirement with pension and possible retirement employment income. Find out if you’re on track – and learn how to stay there.

RETIREMENT SHORTFALL

Running out of savings too soon is one of the biggest retirement risks. Use this calculator to find a potential shortfall in your current retirement savings plan.

RMD AND STRETCH IRA CALCULATOR

Need to stretch your retirement savings? Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

ROTH 401(k) VS TRADITIONAL 401(k)

Use this calculator to determine which 401(k) contribution type might be right for you.

BASIC ROTH IRA CALCULATOR

Use this calculator to compare the Roth IRA to an ordinary taxable investment.

ROTH IRA CONVERSION CALCULATOR

This calculator will show the advantage, if any, of converting your IRA to a Roth.

ROTH IRA VS TRADITIONAL IRA

You can make use of this calculator to determine which IRA may be right for you.

ROTH VS TRADITIONAL AND YOUR PAYCHECK

See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.

SOCIAL SECURITY BENEFITS

You can make use of this calculator to estimate your Social Security benefits.

let’s get in touch

At SP Group, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.

Call Us

(402) 420-7758
U

Visit Us

1230 Aries Drive, Suite A Lincoln, NE 68512