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Planning Calculators

Qualified Plans

Should I Convert to a Roth IRA?

When deciding whether to convert qualified retirement plan assets to a Roth IRA, a good starting point is to ask yourself: Will it make sense to pay taxes now or pay taxes later? This calculator can help you answer that question.

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How Will My Income Differ Depending on Account Type?

Tracking both asset accumulation and distribution, this calculator compares a taxable retirement vehicle with a deductible IRA, non-deductible IRA and Roth IRA.

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How Much Can I Contribute to an IRA?

Many factors can affect your eligibility to contribute to an Individual Retirement Account (IRA). This calculator is designed to help you determine whether you're eligible to contribute to a traditional IRA, a Roth IRA, or both.

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What Is My Projected Required Minimum Distribution?

Getting an idea of the required minimum distributions you'll be required to take from your qualified retirement accounts can help you avoid any surprises in retirement. This calculator can help bring that picture into better focus.

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What Is My Current Required Minimum Distribution?

Many qualified retirement plans require taxable withdrawals beginning at age 70½, and the withdrawals are calculated based on your age and a number of other factors. This calculator, intended for those currently 70½ or older, can help determine your required minimum distributions for the current year.

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Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your representative or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.

Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a "non-natural person" such as a corporation or certain types of trusts.

Jackson® and its affiliates do not provide legal, tax or estate-planning advice. For questions about a specific situation, please consult a qualified advisor.

Annuities are issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.

Jackson® is the marketing name for Jackson National Life Insurance Company® and Jackson National Life Insurance Company of New York®.

• Not FDIC/NCUA insured • Not bank/CU guaranteed • May lose value •
Not a deposit • Not insured by any federal agency

CMN16272 02/19

© 2020. All rights reserved
Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951