Retirement Methodology
How each retirement calculator works: constants, formulas, assumptions, and source notes.
Methodology pages
- Traditional IRA deduction methodology
- Saver's Credit methodology
- SEP IRA contribution methodology
- SIMPLE IRA contribution methodology
- Solo 401(k) contribution methodology
- Backdoor Roth pro-rata methodology
- Taxable Social Security benefits methodology
- 401(k) contribution limit methodology
- IRA contribution limit methodology
- Roth IRA income limit methodology