Finance

403(b) Retirement Calculator

Project retirement savings for teachers, hospital workers, and nonprofit employees.

Formula:
FV = Balance × (1+r)^n + Σ[(Contribution + Match) × (1+r)^(n−t)]
2024 Limit: $23,000 ($30,500 if 50+)

What is a 403(b)?

A 403(b) is a tax-advantaged retirement plan for employees of public schools, certain nonprofits, and religious organizations. It works similarly to a 401(k) but is designed for the public and nonprofit sectors.

403(b) vs 401(k)

  • Same contribution limits ($23,000 in 2024)
  • 403(b) has a special "15-year rule" — employees with 15+ years of service may contribute an extra $3,000/year (up to $15,000 lifetime)
  • Investment options may be more limited (often only annuities and mutual funds)