Calculators
Run the numbers on taxes, retirement, a home purchase, or your next financial decision. 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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Tax-Loss Harvesting Calculator
Estimate the tax saved by harvesting losses, the $3,000 offset, and what carries forward.
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Bonus Tax Calculator
Compare the 22% federal withholding on a bonus with the tax it actually adds at your brackets, and what you may owe in April.
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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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RMD Calculator
Find your required minimum distribution from the IRS tables and the federal tax each one adds.
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SEP IRA Calculator
Estimate your 2026 SEP IRA maximum as a sole proprietor or S corp owner, the federal tax it saves, and the Solo 401(k) alternative.
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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.
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