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Educational calculators
Use these educational tools for retirement income planning, household finances, and retirement solutions. They can help you prepare questions for a retirement planning financial advisor—and they sit alongside AI-driven financial planning in a full plan. They also outline what to do after retirement for spending, income, and protection questions. Nothing is stored.
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Start with how much money do you need to retire, how long will my money last in retirement, Roth conversions, and RMD estimates.
Roth conversion tax estimate
Estimate tax due now and hypothetical Roth growth after converting pretax savings.
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Nest-egg projection
Project current savings and monthly contributions to retirement age against a goal.
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RMD estimate
Apply IRS Uniform Lifetime divisors and SECURE 2.0 start ages to a year-end IRA balance.
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Savings drawdown
Estimate a level annual withdrawal that could last for a chosen number of years.
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Educational planning software—not investment, tax, legal, Medicare, or Social Security advice. Projections depend on your inputs and assumptions. Optional professional review is separate when available.