Retirement Planning
Retirement calculators, 401(k) planning, and Social Security tools
401(k) Match Maximizer
Calculate how much free money you're leaving on the table with your 401(k) employer match
Asset Allocation Calculator & Visualizer
Build optimal portfolio allocation with interactive sliders, risk assessment, Monte Carlo simulation, and famous portfolio presets
Bond Calculator
Calculate bond prices, yields (current yield, YTM), duration, and interest rate risk for fixed-income investments
Crypto Tax Calculator
Calculate cryptocurrency taxes with FIFO/LIFO cost basis tracking - short-term vs long-term gains, mining income, Form 8949 prep
Financial Advisor Fee Calculator
Compare the long-term cost of financial advisor fees vs DIY investing and see if professional management is worth it
Investment Monthly Income Calculator
Calculate sustainable monthly income from your portfolio using 4% rule, dividend yield, or custom withdrawal strategies
Investment Risk Stress Test
Test your portfolio against historical market crashes - see losses, recovery times, and prepare for downturns
Mutual Fund Calculator
Compare mutual fund costs with different expense ratios and load fees - see how a 1% difference costs hundreds of thousands
Portfolio Rebalancing Calculator
Calculate what to buy/sell to rebalance your portfolio. Tax-efficient strategies, rebalancing bands, and drift analysis
Retirement Planning Suite
Complete retirement dashboard: analyze savings gap, model withdrawal strategies with Monte Carlo simulation, and optimize Social Security claiming
Risk Tolerance Quiz
12-question quiz to discover your investor risk profile and get personalized asset allocation recommendations
ROI Calculator
Universal return on investment calculator for any asset. Calculate percentage gains, compare multiple investments, and see annualized returns
Roth IRA Strategy Tool
Roth vs Traditional comparison and Roth conversion calculator - optimize your IRA strategy for maximum lifetime value
Social Security Calculator
Estimate Social Security benefits, compare claiming ages (62 vs FRA vs 70), and optimize your claiming strategy
Vacation vs Retirement Trade-Off
Should you travel now or save for later? See the true trade-off between vacation spending and retirement security
Annuity Duration Calculator
Calculate how long your annuity or retirement savings will last with regular withdrawals
Annuity Growth Calculator
Calculate future value of an annuity during accumulation phase with regular contributions and compound interest
Annuity Payment Calculator
Estimate periodic income from an annuity during payout phase based on principal and payout terms