Skip to content

Retirement Calculators

WM-logo-white
middle age smiling couple

Run the Numbers and Take Action

Don't leave your future up to chance. Whatever your dreams may be for retirement, Education First has the calculators to help provide the roadmap to get you there. Prepare the right way - let us guide you.

Will My Retirement Savings Last?

 

 

Find out how long your savings will last.

Learn More

401 (k) Calculator



See the positive impact a 401(k) can have on your future.

Learn More

Traditional 401(k) vs Roth 401(k)



Compare and find the one that suits your needs.

Learn More

Estimate Retirement Income

 

Will what you save set you up for life? Find out today.

Learn More

Spend or invest in an IRA

Spend your money or earn with an IRA? We break it down.

Learn More

Estimate Social Security Benefits

 

Estimate how much your Social Security will earn you.

Learn More

Save for Retirement

Estimate how much to save to benefit your retirement.

Learn More

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Education First Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Education First Financial Group, and may also be employees of Education First Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Education First Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

LPL Financial Form CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 

Education First Federal Credit Union (EFFCU) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay EFFCU for these referrals. This creates an incentive for the EFFCU to make these referrals, resulting in a conflict of interest. EFFCU is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Have Questions? We're Here to Help.

8726212_phone_alt_icon (1)

Contact

Learn More
3994378_location_map_navigation_pin_position_icon

Find A Branch

Learn More
question-icon

FAQs

Learn More
8726359_schedule_icon

Make An Appointment

Learn More