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Calculators > Qualified Plans

When you reach retirement, and if your company provides a pension program, you will be offered a number of payout options. Typically, they will be the Single Life and the Joint Survivor payout options.
Some qualified retirement plans include the option for qualifying participants to a take a loan against their retirement account balance. Many people borrow from their retirement plan to pay off high-interest debt or to make a major purchase.
Many people feel the need to withdraw funds from their 401(k) plan due to hardship or other emergency.
Compensation for a self-employed individual (sole proprietor or partner) is that person's earned income. The starting point to determine the individual's earned income is the net profit amount from the Schedule C (or Schedule K-1 for a partnership).
By naming a beneficiary on your IRA account it will provide the beneficiary the opportunity to "stretch" out the IRA proceeds over his/her life expectancy. This gives the beneficiary more time to take advantage of tax-deferral status of the IRA assets.
Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA - tax filing status, your current earned income level and whether or not you participate in a retirement plan at work.
It may surprise you how significant your retirement accumulation may be simply by contributing regularly to a qualified plan.
You've spent a long time accumulating funds in your retirement account. When you retire and take distribution of your funds you have many options to consider.
Many employees are not taking full advantage of their employer's matching contributions. Use this calculator to figure out how.
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