Retirement Savings and Investments Calculator

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Important Information

This calculator is provided only as a general self-help tool. Because the results depend on many factors, including the assumptions you provide, Nationwide® does not guarantee the accuracy or applicability of the tool's results to your circumstances. We encourage you to talk to an investment professional about your situation. This tool is not an offer, representation or warranty by Nationwide or any of its affiliated companies and does not describe any specific products or services they offer. Nationwide and their affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool.

Investment growth is illustrated using a hypothetical annual rate of return, which is not guaranteed or related to any specific investment option. Because investments do not typically grow at an even rate of return and may experience positive or negative growth, your actual results may differ from those illustrated. Costs of investing, such as plan charges or investment-related fees and expenses, have not been taken into consideration. If reflected, these costs would reduce the results shown.

Distributions may be subject to income tax. Withdrawals from qualified plans that are taken prior to age 59½ may be subject to a 10% penalty tax. For answers to specific tax questions, please consult with your tax advisor. For additional information regarding your employer's plan, request a copy of the Plan Document. Federal income tax laws are complex and subject to change. The information in this tool is based on current interpretations of the law and is not guaranteed. Neither the company nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.

Standard assumptions are made regarding your Social Security and Pensions benefits (if selected). For a more complete picture regarding these benefits, contact the Social Security Administration and your employer's benefits coordinator.