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Close the Loophole

Use this calculator to help determine the impact of having a retirement plan with conflicted advice.

Close the Loophole Definitions

Current Retirement Balance
The total you currently have saved for retirement.
Current Age
Your current age.
Expected Retirement Age
Age you wish to retire.

Warning: The calculator does not impose the required minimum distribution rules. The withdrawal calculation for scenarios that combine a relatively late retirement age and a relatively long planning horizon may not meet the RMD requirements.