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Retirement Calculators

Use these calculators to help address a wide range of retirement planning needs.

Retirement Savings Calculator
Are you saving enough? See how well you’ve prepared and what you can do to improve your retirement outlook.

Retirement Income Calculator
Retirement income can vary widely depending on variety of factors. Our calculator will help estimate your monthly and annual retirement income.

SEP-IRA Calculator
Our calculator will assist in determining your maximum allowable contribution for a Simplified Employee Pension Plan (SEP) IRA.

Early Distribution Alternatives (Section 72(t)) Calculator
Our 72(t) calculator helps you determine the allowable distribution amounts for taking an IRA distribution prior to age 59½ without incurring an early distribution penalty.

Cash Out Calculator
You've spent your career accumulating funds in your retirement account. Envision the impact on your long-term retirement savings of withdrawing money from your retirement accounts prior to retirement.

Roth IRA Conversion Calculator
See the potential results a Roth conversion could have in meeting your retirement objectives. Assess your financial situation to determine if a Roth conversion works for you

Required Minimum Distribution (RMD) Calculator
Generally, required minimum distributions begin upon attaining age 73. Use our RMD calculator to determine the amount you need to distribute from your retirement account.
Important Information

To comply with Treasury Department regulations, we inform you that, unless otherwise expressly indicated, any tax information contained herein is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or any other applicable tax law, or (ii) promoting, marketing, or recommending to another party any transaction, arrangement, or other matter.

This information is being provided as general information and is not intended to be legal, tax, financial, or investment advice. Lord Abbett does not provide legal, tax, or investment advice.

The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett’s products and services and to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity. If you are an individual retirement investor, contact your financial advisor or other fiduciary about whether any given investment idea, strategy, product or service may be appropriate for your circumstances.

There may be fees, expenses, taxes, and penalties associated with early IRA withdrawals.