Planificación de Jubilación
Calculadoras de 401(k), Seguro Social, IRA y brecha de jubilación
401(k) Match Maximizer
Maximize your employer match
Optimize 401(k) contributions to capture the full employer match. Calculate the minimum contribution needed for maximum free money.
Asset Allocation Calculator
Build your optimal portfolio
Build optimal portfolio allocation with interactive sliders, risk assessment, Monte Carlo simulation, and famous portfolio presets.
Roth vs Traditional IRA Calculator
Choose the right retirement account
Compare Roth IRA and Traditional IRA to determine which retirement account type offers better tax advantages for your specific situation.
Roth Conversion Calculator
Optimize your IRA conversion strategy
Calculate the optimal amount to convert from Traditional IRA to Roth IRA. See immediate tax costs, long-term benefits, and break-even analysis.
Roth IRA Strategy Tool
Plan your Roth IRA approach
Develop a comprehensive Roth IRA strategy including contribution timing, backdoor Roth options, and conversion ladders.
Monte Carlo Retirement Simulator
Stress-test your retirement plan
Run thousands of retirement simulations to understand the probability of your retirement plan succeeding under various market conditions.
Retirement Gap Calculator
Are you on track for retirement?
Calculate your retirement savings gap. Compare your current savings trajectory against needed retirement income and discover how much more to save.
Retirement Planning Suite
Complete retirement dashboard
Complete retirement dashboard: analyze savings gap, model withdrawal strategies with Monte Carlo simulation, and optimize Social Security claiming.
Social Security Calculator
Optimize your claiming strategy
Calculate Social Security benefits at different claiming ages. Compare starting at 62, full retirement age, or 70 to maximize lifetime benefits.
Portfolio Rebalancing Calculator
Keep your portfolio on target
Calculate what to buy and sell to rebalance your portfolio. Tax-efficient strategies, rebalancing bands, and drift analysis.
Risk Tolerance Quiz
Discover your investor profile
Determine your investment risk tolerance through a comprehensive questionnaire. Get personalized asset allocation recommendations.
Investment Risk Stress Test
Test portfolio under crisis scenarios
Stress test your portfolio against historical market crashes and recessions. See how your investments would perform in worst-case scenarios.
Simple Investment Growth Calculator
See how your investments grow
See how your investments can grow over time with compound interest. Compare different contribution strategies and return scenarios.
ROI Calculator
Calculate return on any investment
Universal return on investment calculator for any asset. Calculate percentage gains, compare multiple investments, and see annualized returns.
Required Rate of Return Calculator
What return do you need?
Calculate what investment return you need to reach your financial goal. See if your target is realistic based on historical market averages.
Investment Monthly Income Calculator
Sustainable withdrawal strategies
Calculate sustainable monthly income from your portfolio using 4% rule, dividend yield, or custom withdrawal strategies.
Vacation vs Retirement Trade-Off
Travel now or save for later?
Should you travel now or save for later? See the true trade-off between vacation spending and retirement security.
Bond Calculator
Analyze fixed-income investments
Calculate bond prices, yields (current yield, YTM), duration, and interest rate risk for fixed-income investments.
Mutual Fund Calculator
Compare fund costs over time
Compare mutual fund costs with different expense ratios and load fees. See how a 1% difference costs hundreds of thousands long-term.
Financial Advisor Fee Calculator
Is professional advice worth it?
Compare the long-term cost of financial advisor fees vs DIY investing and see if professional management is worth it.
Crypto Tax Calculator
Calculate cryptocurrency taxes
Calculate cryptocurrency taxes with FIFO/LIFO cost basis tracking. Short-term vs long-term gains, mining income, Form 8949 prep.
Annuity Payment Calculator
Calculate annuity payments
Calculate annuity payments for fixed, variable, and indexed annuities. Understand monthly income from your annuity investment.
Annuity Growth Calculator
Project annuity accumulation
Calculate how your annuity grows during the accumulation phase. Compare different contribution and growth scenarios.
Annuity Duration Calculator
How long will your annuity last?
Calculate how long your annuity will provide income based on withdrawal rate and growth assumptions.