Skip navigation.
Go to The Principal Trust Company home page
Principal Trust CompanySM
Secure  Firm Login

Access Client Services


Quick Links

Calculators

Principal Trust offers a variety of financial calculators for your use. If you have questions about a particular calculator, please click on the glossary link at the bottom of the page to access terms that will help you understand the calculation.

Planning Tools
Traditional IRA Calculator How can contributing to a regular IRA help you in your retirement?
72(t) Calculator The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
Beneficiary Required Minimum Distributions Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
RMD Calculator Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.
Projected RMD Calculator Use this calculator to determine your Future Required Minimum Distributions (RMD) as an account owner of a retirement account.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Planner Quickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Shortfall Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
Individual 401(k) Contribution Calculator Use this calculator to determine your maximum Individual 401(k) contribution and compare it to other employer sponsored plans.
Roth IRA Conversion This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth vs. Traditional IRA Use this calculator to determine which IRA may be right for you.
RMD & Stretch IRA Calculator Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Health Savings Account (HSA) Savings Calculator Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Copyright © , Principal Trust CompanySM
Privacy and Security