Calculators

This section provides interactive financial calculators that can assist you in understanding your financial needs and how you can address those needs using various financial and investment plans.

Asset Allocation
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
401(k)
A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
403(b) Savings
If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
72(t) Distributions
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
Required Minimum Distribution (RMD)
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Retirement Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Shortfall
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
RMD & Stretch IRA
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.
College Savings
Use this calculator to help develop or fine tune your education savings plan.
Long Term Care
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. When you access one of these sites, you are leaving www.lincolninvestment.com and assume total responsibility for your use of the sites you are visiting.

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