Free calculators built for NQDC plan participants and high-income earners. Explore contribution strategies, project retirement savings, and model your income in retirement — no login required.
Each tool runs entirely in your browser. Nothing is stored or transmitted — your numbers stay on your screen.
See the after-tax advantage of deferring income into a NQDC plan versus taking it as taxable pay — with a year-by-year comparison through your payout period.
Open toolFind the right deferral percentage to maximize contributions, capture your full employer match, or hit a specific monthly take-home pay target.
Open toolSee how your 401(k) could grow by retirement with a year-by-year projection of contributions, employer match, and investment growth.
Open toolModel whether your savings will last through retirement, accounting for 401(k), other savings, NQDC plans, Social Security, and pension income.
Open toolEstimate your monthly benefit at different claiming ages using the SSA's PIA bend-point formula. Includes an optional spouse comparison.
Open toolProject your Required Minimum Distributions from age 73 through your planning horizon, including the full accumulation and coast phases.
Open toolAnswer 8 questions calibrated for high-earners and NQDC participants to discover your investor profile and see an illustrative model portfolio.
Open toolThe information, materials, and content provided herein are for demonstration and illustrative purposes only. Any figures, projections, or outputs shown are hypothetical/simulated and not indicative of actual or future results.
Karr Barth Administrators (KBA) and its employees do not provide investment, tax or legal advice. No material should be construed as investment, tax or legal advice, or as a recommendation, solicitation, or offer to buy or sell any security, financial product, or service, or to engage in any particular financial strategy or transaction in any vehicle administered by KBA.
While KBA strives to keep information current, information may be outdated. Do not rely on this information as a substitute for individualized professional guidance. Before making any financial, investment, tax, or legal decisions, you should consult with a qualified financial professional, tax advisor, attorney, or other appropriate professional who can evaluate your specific circumstances, objectives, and needs.