Planning Calculators and Tools

Track Your Financial Progress

Jackson offers planning tools and calculators to help you plan on your journey toward financial freedom. Our tools offer a quick look into your retirement plan. A financial professional can help you create a comprehensive plan to help you reach your goals. 

How Can I Plan for Retirement Expenses?

Our Retirement Expense Calculator provides a way for you to effectively project expenses in retirement utilizing factors such as current income, retirement age and retirement state.

What Is My Effective Tax Rate?

This calculator demonstrates how federal income tax is determined using a progressive tax structure.

How Will My Income Differ Depending on My IRA?

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

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) or 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®