About the plan participant:
Name:
Date of birth (mm/dd/yyyy): Year of death (yyyy), if deceased:
If the Spouse is a beneficiary (otherwise skip these two items):
Date of birth (mm/dd/yyyy): Year of death (yyyy), if deceased:
Date of birth of oldest NON-spouse beneficiary, if any (mm/dd/yyyy):

About the fund balance:
What type of retirement savings plan is it? (select one)
401(k), 401(a) or other miscellaneous Defined Contribution plan
Tax-sheltered annuity (403(b) plan)
IRA, SEP/IRA or Simple IRA (do not use this calculator for Roth IRAs)
Non-qualified annuity
Enter the total fund balance $

    
 
 

Still River Retirement Planning Software, Inc.
· 69 Lancaster County Rd., Harvard, MA 01451
· Contact us by email: info@stillriverretire.com