Free financial calculators for every money decision

Retirement Calculator

Project your nest egg with contributions and inflation.

RMD Calculator

Estimate your Required Minimum Distribution for 2025.

401(k) Calculator

Project your 401(k) with employer match and salary growth.

Roth IRA Calculator

Model tax-free growth and 2025 contribution limits.

Social Security Calculator

Estimate benefits at different claiming ages.

Inherited IRA RMD Calculator

10-year rule vs stretch under 2024 final regs.

Immediate Annuity Payout Calculator

Illustrative SPIA income by age and payout option.

Pension Calculator

DB pension formula plus lump sum vs annuity present value.

Tax Bracket Calculator

See your marginal and effective federal tax rate for 2025.

Capital Gains Tax Calculator

Short vs long-term gains, 0/15/20 rates, and NIIT.

Estate Tax Calculator

Estimate federal estate tax with the 2025 exemption.

QCD Calculator

Qualified Charitable Distributions to offset your RMD.

IRMAA Calculator

Medicare Part B and Part D income surcharge tiers.

Roth Conversion Calculator

Convert now vs stay traditional, after-tax, side by side.

Life Insurance Calculator

How much coverage you actually need, using the DIME method.

Buy-Sell Funding Calculator

Cross-purchase vs entity redemption funding for co-owners.

Key Man Insurance Calculator

Size coverage on a key employee or owner.

Compound Interest Calculator

See how your money grows over time with compounding.

Net Worth Calculator

Add up assets and liabilities to see where you stand.

Auto Loan Calculator

Estimate car loan monthly payments and total interest.