Calculators

Calculators

401 (k) Calculators

401 (k) Calculators

For Sole Proprietors

For Partnerships

For Corporations

Required Minimum Distributions

Net Income Attributable

Net Income Attributable ( NIA )

Maximize your retirement savings with our powerful Net Income Attributable calculator tailored for self-directed solo 401(k) plans. Discover your true earning potential and make informed investment decisions to secure a prosperous future.

NIA Calculator

Enter the balance on the date you are processing the excess removal.

$

Enter all contributions including the excess, transfers in and rollovers.

$

Enter all removals prior to removal of Contribution.

$

Enter the balance immediately before the contribution was deposited.

$

Enter any investment penalties.

$

Enter the amount being withdrawn.

$

The NIA is

$0.00

Step 01 • Balance as date of withdrawal

The balance before removing the contribution includes all investments and earnings that have accrued. Any investment penalties are subtracted from this value. The balance as of the date of withdrawal is the following: For 401(k) excess deferrals use the balance as of December 31st. For IRA excess contributions use the balance was of the date of withdrawal.

Step 02 • Sum of Contributions

To add an image, select any Frame, and either double-click on it, or go to the Fill property. In the Fill property, switch to the image icon. Here, you can upload images.

Step 03 • Sum of Distributions

To add a video to your site, click the “Insert” button and navigate to the “Media” section. Then, drag and drop a video component onto the Canvas.

Step 04 • Balance Before Contribution

Step 04 • Balance Before Contribution

Step 05 • Institution Penalty

To add a video to your site, click the “Insert” button and navigate to the “Media” section. Then, drag and drop a video component onto the Canvas.

Step 06 • Amount of Excess

To add a video to your site, click the “Insert” button and navigate to the “Media” section. Then, drag and drop a video component onto the Canvas.

For Sole Proprietors

For Partnerships

For Corporations

Required Minimum Distributions

Net Income Attributable

Net Income Attributable ( NIA )

Maximize your retirement savings with our powerful Net Income Attributable calculator tailored for self-directed solo 401(k) plans. Discover your true earning potential and make informed investment decisions to secure a prosperous future.

NIA Calculator

Enter the balance on the date you are processing the excess removal.

$

Enter all contributions including the excess, transfers in and rollovers.

$

Enter all removals prior to removal of Contribution.

$

Enter the balance immediately before the contribution was deposited.

$

Enter any investment penalties.

$

Enter the amount being withdrawn.

$

The NIA is

$0.00

Step 01 • Balance as date of withdrawal

The balance before removing the contribution includes all investments and earnings that have accrued. Any investment penalties are subtracted from this value. The balance as of the date of withdrawal is the following: For 401(k) excess deferrals use the balance as of December 31st. For IRA excess contributions use the balance was of the date of withdrawal.

Step 02 • Sum of Contributions

To add an image, select any Frame, and either double-click on it, or go to the Fill property. In the Fill property, switch to the image icon. Here, you can upload images.

Step 03 • Sum of Distributions

To add a video to your site, click the “Insert” button and navigate to the “Media” section. Then, drag and drop a video component onto the Canvas.

Step 04 • Balance Before Contribution

Step 04 • Balance Before Contribution

Step 05 • Institution Penalty

To add a video to your site, click the “Insert” button and navigate to the “Media” section. Then, drag and drop a video component onto the Canvas.

Step 06 • Amount of Excess

To add a video to your site, click the “Insert” button and navigate to the “Media” section. Then, drag and drop a video component onto the Canvas.

For Sole Proprietors

For Partnerships

For Corporations

Required Minimum Distributions

Net Income Attributable

Net Income Attributable ( NIA )

Maximize your retirement savings with our powerful Net Income Attributable calculator tailored for self-directed solo 401(k) plans. Discover your true earning potential and make informed investment decisions to secure a prosperous future.

NIA Calculator

Enter the balance on the date you are processing the excess removal.

$

Enter all contributions including the excess, transfers in and rollovers.

$

Enter all removals prior to removal of Contribution.

$

Enter the balance immediately before the contribution was deposited.

$

Enter any investment penalties.

$

Enter the amount being withdrawn.

$

The NIA is

$0.00

Step 01 • Balance as date of withdrawal

The balance before removing the contribution includes all investments and earnings that have accrued. Any investment penalties are subtracted from this value. The balance as of the date of withdrawal is the following: For 401(k) excess deferrals use the balance as of December 31st. For IRA excess contributions use the balance was of the date of withdrawal.

Step 02 • Sum of Contributions

To add an image, select any Frame, and either double-click on it, or go to the Fill property. In the Fill property, switch to the image icon. Here, you can upload images.

Step 03 • Sum of Distributions

To add a video to your site, click the “Insert” button and navigate to the “Media” section. Then, drag and drop a video component onto the Canvas.

Step 04 • Balance Before Contribution

Step 04 • Balance Before Contribution

Step 05 • Institution Penalty

To add a video to your site, click the “Insert” button and navigate to the “Media” section. Then, drag and drop a video component onto the Canvas.

Step 06 • Amount of Excess

To add a video to your site, click the “Insert” button and navigate to the “Media” section. Then, drag and drop a video component onto the Canvas.