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Financial Calculators

Our financial calculator hub brings together the everyday money tools most people actually use, from retirement projections and RMD estimates to tax brackets, capital gains, insurance needs, and loan payments. Each calculator runs entirely in your browser, so results appear as you type and nothing you enter is stored or shared. Use them to sanity-check a plan before talking to an advisor, compare a couple of scenarios side by side, or answer a quick what-if without opening a spreadsheet. Where a calculation depends on IRS numbers, we keep the values current for 2026 and note the source in the on-page guide. Where a calculation depends on your assumptions (returns, inflation, life expectancy), we show what we assumed so you can adjust it. Nothing here replaces personalized advice, but a well-built calculator is a very fast way to focus the questions worth asking.

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Retirement Calculator

Project your nest egg with contributions and inflation.

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Financial Calculators (20)

Retirement Calculator

Project your nest egg with contributions and inflation.

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401(k) Calculator

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

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Roth IRA Calculator

Model tax-free growth and 2026 contribution limits.

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RMD Calculator

Estimate your Required Minimum Distribution for 2026.

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Inherited IRA RMD Calculator

10-year rule vs stretch under 2024 final regs.

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Social Security Calculator

Estimate benefits at different claiming ages.

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Immediate Annuity Payout Calculator

Illustrative SPIA income by age and payout option.

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Pension Calculator

DB pension formula plus lump sum vs annuity present value.

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Roth Conversion Calculator

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

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Tax Bracket Calculator

See your marginal and effective federal tax rate for 2026.

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Capital Gains Tax Calculator

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

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Estate Tax Calculator

Estimate federal estate tax with the 2026 exemption.

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QCD Calculator

Qualified Charitable Distributions to offset your RMD.

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IRMAA Calculator

Medicare Part B and Part D income surcharge tiers.

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Life Insurance Calculator

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

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Buy-Sell Funding Calculator

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

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Key Man Insurance Calculator

Size coverage on a key employee or owner.

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Compound Interest Calculator

See how your money grows over time with compounding.

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Net Worth Calculator

Add up assets and liabilities to see where you stand.

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Auto Loan Calculator

Estimate car loan monthly payments and total interest.

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Frequently asked questions

Educational estimates only. Not financial, tax, legal, engineering, or construction advice.

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