Compare HNW, UHNW, estate, tax, liquidity, and portfolio-borrowing decisions with more explicit caveats.
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Cards show what the calculator decides, the inputs it needs, and where the result should lead next.
Calculator library
Estimate Medicare Part B and Part D IRMAA surcharges, identify the income tier, and see whether a current-year income drop may support an SSA-44 appeal.
Decides
IRMAA tier | monthly surcharge | annual cost
Size a pre-retirement Roth conversion corridor across tax bracket room, IRMAA headroom, Social Security taxation, NIIT exposure, RMD pressure, and cash-bucket needs.
Decides
Roth conversion corridor | IRMAA headroom | 5-year plan
Calculate a required minimum distribution, then estimate remaining distribution need, QCD impact, tax withholding, IRMAA headroom, and missed-RMD penalty exposure.
Decides
RMD amount | remaining RMD | tax estimate
Estimate a 2026 Roth conversion tax scenario and first Medicare IRMAA tier exposure.
Decides
Primary result | Risk note | Next action
Compare published lender rate tiers for your line size, sourced directly from each lender's own current rate schedule.
Decides
Winning option | Dollar difference | Break-even point
Estimate a flat-rate federal estate-tax and liquidity scenario from user-entered assumptions.
Decides
Required monthly amount | Projected gap | Target date
Track entered federal exemption usage using taxable gifts after annual exclusions.
Decides
Winning option | Dollar difference | Break-even point