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Retirement Calculators

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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.

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401 (k) Calculator

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

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Traditional 401(k) vs Roth 401(k)

Compare and find the one that suits your needs.

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Estimate Retirement Income


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

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Spend or invest in an IRA

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

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Estimate Social Security Benefits


Estimate how much your Social Security will earn you.

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Save for Retirement

Estimate how much to save to benefit your retirement.

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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 for more detailed information.

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