4 min
High impactPopular
Capital Gains Tax Calculator
Apply user-entered federal tax-rate scenarios to a nonnegative stock or crypto gain.
Decides
Primary result | Risk note | Next action
All calculators
Investing calculators
Model compounding, fees, portfolio choices, college savings, and long-term wealth-building tradeoffs.
Category command panel
52
Live
0
Rates
51
Embeds
Cards show what the calculator decides, the inputs it needs, and where the result should lead next.
Calculator library
Choose the decision you need to run.
Run calculator
6 min
High impactPopular
Investment Return Calculator
Project portfolio growth from starting balance, contributions, return assumptions, fees, inflation, and taxes.
Decides
Future value | Growth earned | Contribution total
6 min
High impactPopular
Retirement Drawdown Stress Test
Stress-test how long a retirement portfolio may last under withdrawals, inflation, expected returns, a first-year market shock, and a cash-bucket buffer.
Decides
Starting withdrawal rate | stress withdrawal rate | cash bucket gap
6 min
High impactPopular
Retirement Income Planner
Estimate monthly retirement income, after-tax spendable cash, portfolio reliance, fixed-income coverage, and the gap versus target spending.
Decides
After-tax income | monthly gap | fixed-income coverage
6 min
High impactPopular
Retirement Paycheck Builder
Turn Social Security, pension, portfolio withdrawals, healthcare costs, tax withholding, and cash reserves into a monthly retirement paycheck plan.
Decides
Spendable paycheck | withdrawal rate | cash bucket gap
4 min
High impactEmbeddable
Compound Interest Calculator
Project a fixed monthly-compounding return scenario with end-of-month contributions and clear exclusions.
Decides
Future value | Growth earned | Contribution total
6 min
High impactEmbeddable
ESPP Qualifying vs Disqualifying Disposition Calculator
Compare simplified federal tax components for qualifying and disqualifying Section 423 ESPP sales.
Decides
Winning option | Dollar difference | Break-even point
4 min
High impactEmbeddable
Tax-Loss Harvesting Scenario Calculator
Screen how entered investment losses may offset gains, ordinary income, and future years.
Decides
Winning option | Dollar difference | Break-even point
4 min
PopularEmbeddable
Investment Fee Scenario Comparison Calculator
Compare two entered annual-fee scenarios while holding gross return and contributions constant.
Decides
Future value | Growth earned | Contribution total
6 min
PopularEmbeddable
Net Worth Projection Calculator
Calculate current net worth and separate five-year and target-age projections using consistent effective monthly growth assumptions.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Inflation-Adjusted Return Calculator
Convert nominal return into real return after inflation, fees, and taxes.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Portfolio Rebalancing Calculator
Find the trades needed to bring a portfolio back to target allocation.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Risk Tolerance Calculator
Translate time horizon, drawdown comfort, and liquidity needs into a sample risk allocation.
Decides
Primary result | Risk note | Next action
6 min
New
529 vs. Brokerage vs. Student Loan Scenario Calculator
Compare simplified education-funding scenarios using entered returns, tax assumptions, flexibility, and capped student-loan principal.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Alternative Investment Capital Call Planner
Model private-fund capital calls and size a cash reserve using a user-selected share of estimated uncalled capital.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Alternative Investment Liquidity Calculator
Compare locked-up and liquid investment scenarios at user-entered returns without treating the modeled difference as an earned premium.
Decides
Required monthly amount | Projected gap | Target date
2 min
Embeddable
Annuity Payout Calculator
Calculate the level monthly payout a fixed period-certain annuity would pay from a lump-sum principal, interest rate, and payout period.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Asset Location Calculator
Estimate simple cumulative tax drag for interest-bearing assets in a taxable-account scenario; the model does not value future withdrawal taxes or account constraints.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Charitable Giving Appreciated Stock Calculator
Estimate tax-effect scenarios for a direct appreciated-stock gift without determining deductibility.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Charitable Remainder Trust Scenario Estimator
Model a fixed-term charitable remainder trust payout and simplified present-value remainder using a Section 7520 rate entered.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
College Savings Calculator
Estimate an enrollment-date four-year cost and monthly savings scenario.
Decides
Future value | Growth earned | Contribution total
4 min
Embeddable
Concentrated Stock Diversification Calculator
Estimate a pro-rata gain and tax scenario for selling an entered share of a concentrated position.
Decides
Required monthly amount | Projected gap | Target date
2 min
Embeddable
Dividend Income Calculator
Estimate dividend income at an entered yield and tax-rate scenario without assuming every distribution is qualified.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Dollar-Cost Averaging vs Lump Sum Calculator
Compare investing a lump sum all at once against spreading the same total amount evenly across several months — the real math behind why lump sum tends to win.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Donor-Advised Fund Bunching Calculator
Compare federal deduction scenarios for annual giving versus donor-advised-fund bunching using current assumptions you enter.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Education ROI Calculator
Weigh the total cost of a degree, including foregone income while in school, against its lifetime salary premium to see how many years it takes to break even.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Estate Liquidity Calculator
Estimate a flat-rate federal estate-tax and liquidity scenario from user-entered assumptions.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
ETF vs Mutual Fund Tax Cost Calculator
Compare two entered annual taxable-distribution scenarios while holding gross return constant.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Executive Deferred Compensation Calculator
Compare simplified after-tax growth scenarios for deferring compensation versus taking and investing it now.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Future Value Calculator
Calculate the future value of a lump sum and recurring contributions.
Decides
Future value | Growth earned | Contribution total
4 min
Embeddable
GRAT Calculator
Model a simplified zeroed-out GRAT annuity and remainder scenario using entered growth and Section 7520 rates.
Decides
Required monthly amount | Projected gap | Target date
2 min
Embeddable
Healthcare Cost in Retirement Calculator
Project a user-supplied annual healthcare budget across retirement as a nominal cost scenario using an assumed growth rate.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Household Balance Sheet Risk Calculator
Calculate two simple household balance-sheet ratios from entered assets and liabilities.
Decides
Primary result | Risk note | Next action
2 min
Embeddable
ILIT Premium Funding Calculator
Compare an ILIT premium with an entered annual-exclusion capacity scenario.
Decides
Required monthly amount | Projected gap | Target date
2 min
Embeddable
Illustrative Asset Allocation Calculator
Explore a transparent age-and-risk allocation rule as an educational starting point.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
ISO Exercise Calculator
Estimate ISO exercise cash and a simplified AMT reserve from positive spread and a user-entered tax-rate assumption.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Liquidity Event Tax Calculator
Combine entered federal, NIIT, and state rate scenarios for a liquidity-event gain.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Margin Call Stress Calculator
Estimate a single-position margin-call price using entered initial equity and broker maintenance-margin assumptions.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Muni Bond Tax-Equivalent Yield Calculator
Estimate tax-equivalent yield using entered tax assumptions for the taxable comparator.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
NSO Exercise Calculator
Estimate a nonnegative NSO spread, entered-rate tax reserve, and cash requirement.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Pension Lump Sum vs Annuity Calculator
Compare a pension guaranteed monthly annuity against taking the lump sum and generating your own income from it at an assumed investment return.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Portfolio Income Tax Calculator
Apply two entered rates to favorable and ordinary portfolio-income buckets.
Decides
Primary result | Risk note | Next action
6 min
Embeddable
Pre-IPO Equity Outcome Calculator
Compare highly simplified entered-rate tax scenarios for exercising equity now versus waiting.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Present Value Calculator
Discount a future amount back to today using a required return or inflation rate.
Decides
Future value | Growth earned | Contribution total
4 min
Embeddable
Private Credit Allocation Calculator
Model a user-selected private-credit allocation cap and compare entered gross yields with a public-credit scenario.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
QSBS Exclusion Scenario Calculator
Screen gain using acquisition-date, holding-period, basis, and rate assumptions under current Section 1202 tiers.
Decides
Required monthly amount | Projected gap | Target date
2 min
Embeddable
Required Return Calculator
Solve for the annual rate of return a lump sum needs to earn to grow from today's value to a target value by a future date.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Retirement Withdrawal Readiness Heuristic
Apply a deterministic planning score to withdrawal rate, stock allocation, and retirement horizon without claiming a simulation or success probability.
Decides
Primary result | Risk note | Next action
2 min
Embeddable
Safe Withdrawal Rate Calculator
Apply a safe withdrawal rate like the classic 4% rule to a portfolio to see the annual income it can sustainably support, and the portfolio size needed for a target income.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Sequence Risk Calculator
Compare two simplified retirement return-order scenarios with identical period averages and fixed withdrawals.
Decides
Primary result | Risk note | Next action
6 min
Embeddable
Taxable vs Tax-Advantaged Calculator
Compare simplified after-tax taxable and tax-deferred annual-contribution scenarios, including final taxable-gain tax.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Term vs Whole Life Calculator
Illustrate the future value of the signed premium difference between entered term and whole-life scenarios.
Decides
Winning option | Dollar difference | Break-even point