Financial Calculators & Tools
Make informed financial decisions with our comprehensive collection of calculators. From retirement planning to tax optimization, get the insights you need to secure your financial future.
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All Calculators
Interactive tools to help you make informed financial decisions
29 calculators found
Retirement
Retirement Contributions Optimizer
Maximize tax benefits from 401(k), IRA, and HSA contributions
Use CalculatorRetirement
Retirement Savings Projection Calculator
Estimate how much you'll have at retirement based on current savings and contributions
Use CalculatorRetirement
Retirement Income Gap Calculator
Estimate the gap between projected income needs vs expected income sources
Use CalculatorRetirement
Retirement Withdrawal Calculator
Calculate how much you can safely withdraw each month in retirement without running out of money
Use CalculatorRetirement
Required Minimum Distribution (RMD) Calculator
Calculate mandatory withdrawals from traditional IRAs and 401(k)s starting at age 73
Use CalculatorRetirement
Retirement Date Estimator
Discover when you can achieve financial independence based on your savings goals and lifestyle
Use CalculatorRetirement
Tax-Free Retirement Calculator
Compare Traditional vs. Roth account growth to see which minimizes lifetime taxes
Use CalculatorRetirement
High-Income Retirement Contribution Calculator
Find your after-tax "mega backdoor" 401(k) room, IRA eligibility, and Roth conversion headroom in your tax bracket
Use CalculatorTaxes
Income Tax Estimator
Calculate federal, state, and local income taxes plus take-home pay, self-employment tax, and Child Tax Credit
Use CalculatorTaxes
Withholding Calculator
Optimize your W-4 withholdings with per-paycheck and YTD tracking, bracket breakdown, and Child Tax Credit
Use CalculatorTaxes
Tax Impact Calculator
Compare your tax under the One Big Beautiful Bill Act across 2025 and 2026
Use CalculatorTaxes
Standard vs Itemized Deduction Calculator
Determine whether to take the standard deduction or itemize for maximum tax savings
Use CalculatorTaxes
Charity Deduction Calculator
Compare eligible gift deductions, federal savings and a verified Virginia scenario
Use CalculatorCollege
College Tax Credit Estimator
Calculate education tax credits (AOTC & Lifetime Learning)
Use CalculatorCollege
College Net Price Calculator
Compare verified annual college costs and gift aid, with savings and funding gaps shown separately
Use CalculatorCollege
Student Loan Calculator
Compare actual-rate payoff schedules, extra payments and a separate RAP initial-payment illustration
Use CalculatorCollege
Loan Refinance Calculator
Compare entered refinance quotes and fees against remaining payments and federal-protection trade-offs
Use CalculatorEstate
Projected Estate Value Over Time
Project per-asset growth and estate tax with clearly labeled future exemption assumptions
Use CalculatorEstate
Estate Tax Estimator
Estimate one decedent’s estate tax with actual deductions, verified gifts and portability
Use CalculatorEstate
Lifetime Gift & Estate Tax Planning
Compare timed cash gifts, recipient-year exclusions, estate tax and family wealth for one donor
Use CalculatorEstate
Charitable Bequest & Legacy Distribution Planner
Model how charitable bequests and family distributions affect estate taxes and final legacy values
Use CalculatorInsurance
Life Insurance Needs Calculator
Budget household support and separate obligations against usable assets and verified death benefits
Use CalculatorInsurance
Final Expense Calculator
Estimates life insurance needs specifically for covering funeral costs, medical bills, and end-of-life expenses
Use CalculatorInsurance
Disability Insurance Needs Calculator
Helps determine how much disability coverage you need based on income and living expenses
Use CalculatorStay Informed
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