Financial calculators
16 free calculators. Real-time calculations. No account required.
Core Suite
Net Worth Calculator
Total assets minus total liabilities — your complete financial picture.
Retirement Calculator
Project your savings, find your gap, get on track.
Coast FIRE Calculator
The amount to invest today to coast to retirement — with a number-by-age table and Barista FIRE mode.
Social Security Estimator
Estimate your monthly benefit at 62, FRA, or 70.
Budget Calculator (50/30/20)
See your needs, wants, and savings split with specific recommendations.
Emergency Fund Calculator
How many months you need based on your job type and family situation.
Investment Return Calculator
Year-by-year compound growth projections with fee drag comparison.
Taxes and Retirement Income
Total Fee Analyzer
Your all-in fee stack: advisor + fund ER + platform. See the lifetime dollar drain.
Roth Conversion Optimizer
Tax cost of converting, IRMAA warnings, bracket-filling strategy.
RMD Calculator
Required Minimum Distribution schedule, IRMAA impact, and Roth conversion window.
ACA Subsidy Planner
Optimize Roth vs traditional withdrawals to maximize your healthcare subsidy.
Life Events
Federal Employee
Global Mobility & International
Cross-Border Inherited IRA
NRA beneficiary withholding rates, treaty lookups, and distribution planning for international heirs.
Geographic Arbitrage Calculator
Compare cost of living, tax, and healthcare across countries to see where your money goes furthest.
SS International Portability
Check whether you can receive Social Security benefits while living abroad.
Not sure where to start?
The Wealth Health Check asks 5 questions and routes you to the calculator that matters most.
Take the Wealth Health Check →