4 min
High impactPopular
Capital Gains Tax Calculator
Calculate federal tax on stock or crypto gains. Compare short-term vs long-term tax treatment.
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Primary result | Risk note | Next action
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Investing calculators
Model compounding, fees, portfolio choices, college savings, and long-term wealth-building tradeoffs.
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Cards show what the calculator decides, the inputs it needs, and where the result should lead next.
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Choose the decision you need to run.
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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
4 min
High impactEmbeddable
Compound Interest Calculator
See how your savings or investments grow over time with the power of compound interest.
Decides
Future value | Growth earned | Contribution total
4 min
High impactEmbeddable
ESPP Tax Calculator
See exactly how much tax you owe when you sell your ESPP shares — and how the qualifying holding period changes the answer.
Decides
Winning option | Dollar difference | Break-even point
6 min
High impactEmbeddable
Tax-Loss Harvesting Savings Calculator
See how much you can save in taxes by strategically harvesting investment losses to offset capital gains.
Decides
Winning option | Dollar difference | Break-even point
4 min
PopularEmbeddable
Investment Fee Impact Calculator
See how much fees are eroding your long-term investment returns.
Decides
Future value | Growth earned | Contribution total
6 min
PopularEmbeddable
Net Worth Calculator
Add up what you own and subtract what you owe to see your net worth.
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Primary result | Risk note | Next action
4 min
Embeddable
Inflation-Adjusted Return Calculator
Convert nominal return into real return after inflation, fees, and taxes.
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Primary result | Risk note | Next action
4 min
Embeddable
Portfolio Rebalancing Calculator
Find the trades needed to bring a portfolio back to target allocation.
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Primary result | Risk note | Next action
4 min
Embeddable
Retirement Drawdown Calculator
Model how long a retirement portfolio may last under withdrawals, return, and inflation.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Retirement Income Calculator
Estimate sustainable monthly retirement income from savings, return, inflation, and drawdown years.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Retirement Paycheck Calculator
Turn retirement income sources into a monthly paycheck after taxes and reserves.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Risk Tolerance Calculator
Translate time horizon, drawdown comfort, and liquidity needs into a sample risk allocation.
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Primary result | Risk note | Next action
6 min
New
529 vs Brokerage vs Student Loan Calculator
Where should this monthly money go — a 529, a taxable brokerage, or paying down student loans? Projects the future value of each path by tax treatment, return, and the loan rate.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
401(k) Contribution Optimizer
401(k) Contribution Optimizer helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
529 State Tax Benefit Calculator
529 State Tax Benefit helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Alternative Investment Capital Call Planner
Alternative Investment Capital Call Planner models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Alternative Investment Liquidity Calculator
Alternative Investment Liquidity models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Annuity Payout Calculator
Annuity Payout helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Asset Allocation Calculator
Find your target stock/bond/cash mix based on age, risk tolerance, and time horizon.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Asset Location Calculator
Asset Location helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Baby Budget Calculator
Baby Budget helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Required monthly amount | Projected gap | Target date
4 min
Embeddable
Backdoor Roth Calculator
Backdoor Roth helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Required monthly amount | Projected gap | Target date
4 min
Embeddable
Barista FI Calculator
Barista FI helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Required monthly amount | Projected gap | Target date
4 min
Embeddable
Bridge to Medicare Calculator
Bridge to Medicare helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Caregiver Cash Flow Calculator
Caregiver Cash Flow models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Catch-Up Contribution Calculator
Catch-Up Contribution helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Charitable Giving Appreciated Stock Calculator
Charitable Giving Appreciated Stock models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Charitable Remainder Trust Estimator
Charitable Remainder Trust Estimator models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Childcare Cost Calculator
Childcare Cost helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
College Savings Calculator
How much to save monthly to fund your child's college education.
Decides
Future value | Growth earned | Contribution total
4 min
Embeddable
Concentrated Stock Diversification Calculator
Concentrated Stock Diversification models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Concentrated Stock Exit Planner
Concentrated Stock Exit Planner models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Dependent Care FSA Calculator
Dependent Care FSA helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Dividend Income Calculator
Dividend Income helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Dollar-Cost Averaging vs Lump Sum Calculator
Dollar-Cost Averaging vs Lump Sum helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Donor-Advised Fund Bunching Calculator
Donor-Advised Fund Bunching models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Donor-Advised Fund Strategy Calculator
Donor-Advised Fund Strategy models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Education ROI Calculator
Education ROI helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Elder Care Budget Calculator
Elder Care Budget models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Estate Liquidity Calculator
Estate Liquidity models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
ETF vs Mutual Fund Tax Cost Calculator
ETF vs Mutual Fund Tax Cost models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Executive Deferred Compensation Calculator
Executive Deferred Compensation models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Family Leave Budget Calculator
Family Leave Budget models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Family Office Cash Dashboard Calculator
Family Office Cash Dashboard models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
FI Timeline Calculator
FI Timeline helps compare the dollars, timing, and tradeoffs behind this financial decision.
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
Gift and Estate Exemption Planner
Gift and Estate Exemption Planner models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
GRAT Calculator
GRAT models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Healthcare Cost in Retirement Calculator
Healthcare Cost in Retirement models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Household Balance Sheet Risk Calculator
Household Balance Sheet Risk models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
HSA Retirement Calculator
HSA Retirement helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
ILIT Premium Funding Calculator
ILIT Premium Funding models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
ISO Exercise Calculator
ISO Exercise models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
K-1 Estimated Tax Calculator
K-1 Estimated Tax models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Liquidity Event Tax Calculator
Liquidity Event Tax models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Long-Term Care Cost Calculator
Long-Term Care Cost models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Margin Call Stress Calculator
Margin Call Stress models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Medicare IRMAA Calculator
Medicare IRMAA helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Monte Carlo Retirement Readiness Calculator
Monte Carlo Retirement Readiness models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Multi-State Residency Tax Calculator
Multi-State Residency Tax models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Muni Bond Tax-Equivalent Yield Calculator
Muni Bond Tax-Equivalent Yield models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Muni vs Taxable Bond Calculator
Muni vs Taxable Bond models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
NSO Exercise Calculator
NSO Exercise models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Pension Lump Sum vs Annuity Calculator
Pension Lump Sum vs Annuity helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Portfolio Drift Calculator
Portfolio Drift helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Portfolio Income Tax Calculator
Portfolio Income Tax models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Pre-IPO Equity Outcome Calculator
Pre-IPO Equity Outcome models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
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
Private Credit Allocation models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Private School Affordability Calculator
Private School Affordability helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Qualified Small Business Stock Calculator
Qualified Small Business Stock models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Required Return Calculator
Required Return helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Retirement State Tax Calculator
Retirement State Tax models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Retirement Tax Location Calculator
Retirement Tax Location models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Safe Withdrawal Rate Calculator
Safe Withdrawal Rate helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Sequence Risk Calculator
Sequence Risk models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Social Security Tax Calculator
Social Security Tax helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Primary result | Risk note | Next action
4 min
Embeddable
Survivor Income Calculator
Survivor Income models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Taxable vs Tax-Advantaged Calculator
Taxable vs Tax-Advantaged helps compare the dollars, timing, and tradeoffs behind this financial decision.
Decides
Winning option | Dollar difference | Break-even point
4 min
Embeddable
Wealth Transfer to Children Calculator
Wealth Transfer to Children models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date
4 min
Embeddable
Wedding Budget Calculator
Wedding Budget models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
Decides
Required monthly amount | Projected gap | Target date