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Retirement calculators & tools

Whether you're just beginning to think about retirement or are already enjoying it, these interactive retirement calculators and tools can make it easy for you to plan and prepare for the road ahead.

Retirement planner

Roth IRA conversion analyzer

Retirement income calculator

Retirement Check-In® questionnaire
Answer five questions to help you find out what steps you still need to take to attain your goals.

Retirement milestones
Timeframe/Age Action
50 years old You can make catch-up contributions to many retirement plans.
55 years old You can start taking penalty-free withdrawals from qualified retirement plans such as 401(k)s, 403(b)s and profit sharing plans if you left your employer in the year you turned 55 or later.
59 1/2 years old You can begin taking withdrawals without penalty from most retirement plans.
61 years and 9 months old You can apply for social security benefits online if you want to start benefits in the next four months.
62 years old You can start taking reduced Social Security benefits.
64 years and 8 months old You can apply for Medicare.
65-67 You can start taking full Social Security benefits according to your birth year. Any delay in applying for Social Security benefits, up to age 70, can qualify you for increased retirement benefits.
70 1/2 years old You must begin taking Required Minimum Distributions (RMDs) from most retirement accounts.

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Important upcoming dates
May - August
  • Second installment of 2012 estimated quarterly tax payment due for those who are self-employed or have income not subject to withholding. (June 15)
  • Submit a free application for Federal Student Aid (FAFSA).  Federal deadline if attending school in 2011-2012 is June 30.  State and individual college deadlines vary. (June 30)
Ask them.
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