Calculators
Run the numbers on taxes, retirement, a home purchase, or your next financial decision. Each calculator shows its assumptions. Free to use, with no signup required.
Taxes and equity
Estimate income and equity taxes, and see what affects the result.
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Stock Options Calculator
Estimate ISO or NSO exercise costs and explore how an ISO exercise could affect AMT.
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RSUs Calculator
Compare estimated RSU tax with a simplified federal withholding calculation.
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State income tax calculators
Estimate take-home pay after federal, FICA, and state income tax, for all 50 states.
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Retirement and savings
Explore saving, withdrawals and possible funding gaps.
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Retirement Calculator
Estimate retirement income, how long savings could last, and any funding gap.
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529 Plan Calculator
Project college costs and estimate the monthly savings needed to cover them.
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Roth IRA Calculator
Estimate your income-based Roth IRA limit and compare long-term account growth.
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Roth Conversion Calculator
Estimate conversion tax bracket by bracket and check remaining bracket space.
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Trump Account vs 529
Compare a Trump Account with a 529 plan for saving toward a child's future.
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Home
Estimate a purchase budget, mortgage payments, and home equity.
Investing
Explore investment allocation and compound growth.
Fees
Compare advisory fees and their long-term cost.