Retirement Planner for Two Spouses
Project the combined retirement nest egg for two working spouses with separate savings and contributions.
Business plan category
Retirement calculators
401(k), 403(b), 457, IRA and Roth planning, RMDs, pensions versus lump sums, Social Security and retirement income — for planners and advisors.
25
calculators in 4 sections
In one paragraph
CalcFunnel’s retirement category is a set of 25 embeddable calculators for financial advisors and planners. Each one is brandable, works in English and Spanish, and can end with a lead form that saves the visitor’s inputs and results to your CRM or forwards them by webhook.
- Built for financial advisors and planners
- Plan Business · from $210/mo
- Languages English & Spanish
- Actions lead form, quote, share or button
05 Planning & Projections
Retirement Income Calculator
See the level monthly income your retirement savings can provide over a set number of years.
Retirement Planner Calculator
See whether your retirement savings are on track to fund the income you will need.
How Long Will Retirement Savings Last?
Estimate how many years your retirement savings will last with inflation-adjusted withdrawals.
Retirement Shortfall Calculator
See whether your current savings plan will reach your retirement goal — and the gap if it falls short.
09 401(k), IRA & Roth
401(k) / 403(b) / 457 Calculator
Project your workplace retirement plan balance with contributions and employer match.
403(b) Savings Calculator
Project a 403(b) plan for teachers and nonprofit employees, with employer match and the optional 15-year service catch-up.
457(b) Plan Calculator
Project a governmental 457(b) deferred-compensation plan, with the optional special "final 3 years" catch-up.
Should I Borrow From My 401(k)?
Estimate the true cost of a 401(k)/403(b) loan by comparing lost investment growth against your repayments.
Roth Conversion Calculator
Compare converting a Traditional IRA/401(k) to a Roth now against leaving it pre-tax.
Roth IRA Calculator
See the tax-free growth advantage of a Roth IRA over an ordinary taxable account.
Roth vs. Traditional Calculator
Compare a Roth (after-tax) account against a Traditional (pre-tax) account at retirement.
Solo 401(k) Calculator
Project an Individual (Solo) 401(k) for the self-employed, combining employee deferrals with an employer profit-sharing contribution.
Traditional IRA Calculator
Project the tax-deferred growth of a Traditional IRA and see its after-tax value at retirement.
07 Withdrawals & RMDs
72(t) SEPP Calculator
Estimate penalty-free early retirement withdrawals using 72(t) substantially equal periodic payments.
Inherited IRA RMD Calculator
Estimate the required minimum distribution from an inherited IRA using the IRS Single Life Expectancy Table.
Early Withdrawal Cost Calculator
See the real cost of withdrawing from a retirement account early — taxes, penalty and lost growth.
Gross Distribution Calculator
Find the gross retirement-account withdrawal needed to net a target amount after taxes and any early-withdrawal penalty.
Company Stock Distribution (NUA) Calculator
Compare the tax on a Net Unrealized Appreciation (NUA) stock distribution against rolling employer stock into an IRA.
RMD - Year To Begin Calculator
Find the age and year you must begin required minimum distributions (RMDs) under the SECURE 2.0 rules.
Required Minimum Distribution (RMD) Calculator
Estimate the minimum you must withdraw from a retirement account this year.
04 Pension & Social Security
Pension vs. Lump Sum Calculator
Compare a monthly pension against taking a lump sum you invest yourself.
Contribution Effect on Your Paycheck
See how raising your pre-tax retirement contribution changes your take-home pay.
Social Security Benefit Calculator
Estimate your monthly Social Security benefit from your average indexed monthly earnings and the age you claim.
How Important Is Social Security?
See how much extra you would need to save to replace some or all of your Social Security.
Put them to work
Three steps from this page to a lead
- Choose by question. Match each calculator to the page where the question comes up — see placement ideas.
- Brand and set the action. Your colors and copy; a lead form on high-intent pages.
- Embed and route. One line of code, then send leads to your CRM by webhook.
Q.01How many Retirement calculators does CalcFunnel include?
25 — grouped into 4 sections: Planning & Projections, 401(k), IRA & Roth, Withdrawals & RMDs, Pension & Social Security.
Q.02Which plan includes the Retirement calculators?
They unlock on the Business plan (from $210/month, with a 14-day trial). Compare plans.
Q.03Do the retirement calculators handle required minimum distributions?
Yes. There are RMD, inherited-IRA RMD and RMD year-to-begin calculators among the 25 retirement tools.
Q.04Who uses retirement calculators?
Mostly financial advisors and planners. They embed the calculators on the pages where their visitors ask these questions and capture the people who run the numbers as leads.
Q.05Can I brand the retirement calculators?
Yes. Colors, font, copy, language and number formatting are set in the customizer; paid plans remove the “Powered by” line.
Q.06Do these calculators capture leads?
Every calculator can end with a lead form, a Get a Quote form, a Share panel or a button to any URL. Leads land in your CRM with the calculation attached.
Q.07Where should I start in Retirement?
Most customers start with the 401(k) / 403(b) / 457 Calculator — project your workplace retirement plan balance with contributions and employer match.
Q.08Are results financial advice?
No. Results are estimates for illustration. Your page should say so, and your visitors should confirm figures with a licensed professional.
Embed your first retirement calculator today
25 calculators, one embed line each. Every calculation can become a lead with the numbers attached.
- Free plan, no card
- 14-day trial on Pro & Business
- Cancel any time