Savings Calculators and Retirement Planning Calculators

• Your Retirement Road Map
• Retirement Goals Worksheet

Retirement planning calculators

Union Plus Retirement Planning Calculators are designed to help you plan for your retirement and achieve your Retirement Goals. The Union Plus Retirement Planning Calculators and other valuable financial planning tools are designed to provide you with guidelines and information resources that you can use to help you set, plan and achieve your Retirement Goals.

• How will retirement affect my expenses?
• Am I saving enough? What can I change?
• How will your retirement money 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 invest before taxes each year?
• 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 the retirement 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

Savings Calculators and some smart money saving tips to help you 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

Like the savings calculators and the retirement planning calculators, the IRA calculators are also helpful tools you can utilize for achieving your Financial Planning Retirement 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 for retirement?
• 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

Life event planning is a complicated yet important part of everyone’s life. It is critical to have clear and achievable financial goals to help you meet your personal goals and make sure you are ready for future life events.

• Financial Planning Retirement
• Personal Budgeting
• Estate Planning

Taxes

Your tax management strategies can have big impacts on your financial planning and retirement savings. Tax laws can be complicated. Utilize the Union Plus financial planning tools to help you sort out tax laws.

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

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