Retirement & Planning Calculators
Plan for a secure retirement. Our calculators help you calculate savings goals, optimize retirement accounts, and maximize benefits. 12 free calculators.
Retirement Calculator
Project 401(k) balance and monthly retirement income.
401k Contribution Calculator
Calculate your 401(k) contribution amount to maximize e...
Roth vs Traditional IRA Calculator
Compare Roth vs Traditional IRA for retirement.
RMD Calculator
Calculate required minimum distribution from retirement...
FIRE Number Calculator
Calculate your FIRE number using the 4% rule.
IRA Tax Savings Calculator
Calculate tax savings from traditional IRA contribution...
Social Security Benefits Optimizer
Calculate optimal age to claim Social Security benefits...
Income Replacement Insurance Calculator
Calculate life or disability insurance needed.
Social Security Claiming Strategy (Couples)
Compare claim ages 62/FRA/70 with spousal + survivor benefit math.
Medicare Planner
Part B/D premiums, IRMAA brackets, IEP timing, Medigap reference.
Inherited IRA RMD
SECURE Act 10-year rule + spouse rollover, Single Life table math.
Roth Conversion Window Planner
Bracket + IRMAA-aware conversion sizing across the gap years.
Where can your retirement income stretch furthest?
Don't know where to start?
Follow a guided journey — we'll walk you through the right calculators in the right order.
Browse Journeys →Your Financial Picture
Run 3+ calculators to unlock your Financial Picture — a cross-analysis dashboard of all your numbers.
View Financial Picture →