Planning tools · 29 calculators
Run the numbers yourself.
How much retirement income will you need? How much life insurance is enough? Which IRA fits? Every calculator below runs in your browser — nothing is sent anywhere, and nothing asks for your email.
These are educational tools that estimate answers to common financial questions. They are not intended to predict future returns or results.
Every figure here is a hypothetical example used for illustration. It does not represent the performance of any specific investment or product. Rates of return vary over time, particularly for long-term investments; investments offering the potential for higher returns also carry a higher risk of loss. Actual results will vary. Not investment, tax, or legal advice.
From estimate to plan
A calculator gives a number. We give the reasoning.
These tools use broad assumptions. Your tax bracket, your carrier's underwriting, your state's rules, and your household's actual timing all move the answer — sometimes a great deal.
Bring whatever number surprised you. We'll show you how it was built and what changes it.
- Nothing leaves your browser. Every calculation runs locally — no accounts, no tracking, no data sent to us or anyone else.
- Assumptions are visible. Every input is yours to change, so you can see exactly which one is driving the result.
- Tax figures are dated. Calculators that rely on IRS thresholds show the tax year they use. Confirm current figures before acting.