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    Financial Calculators

    Run the numbers on any financial decision - from retirement savings to buying a home.

    Retirement

    Roth IRA Calculator

    See how tax-free compounding grows retirement savings over time.

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    Savings

    529 College Savings

    Estimate whether a 529 plan will cover projected college costs.

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    Savings

    HYSA Growth

    See how much more a high-yield account earns vs. traditional savings.

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    Retirement

    HSA Calculator

    Project a Health Savings Account's triple-tax-advantaged growth.

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    Retirement

    Solo 401(k)

    Estimate the max self-employed contribution and its growth.

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    Retirement

    Backdoor Roth

    Project tax-free Roth growth for high earners via the backdoor.

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    Retirement

    Social Security Timing

    Compare claiming at 62, full retirement age, or 70.

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    Retirement

    Mega Backdoor Roth

    Grow extra after-tax 401(k) room into a tax-free Roth balance.

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    Retirement

    401(k) Match

    See what the free employer match is worth by retirement.

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    Retirement

    Traditional 401(k)

    Project tax-deferred growth vs. a taxable brokerage account.

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    Taxes

    Tax-Loss Harvesting

    Estimate annual tax saved and its growth if reinvested.

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    Taxes

    Donor-Advised Fund

    Deduction and capital-gains savings from donating stock.

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    Taxes

    1031 Exchange

    See how deferring gains across properties compounds wealth.

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    Retirement

    Inherited IRA

    Model the 10-year drawdown and net kept after tax.

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    Taxes

    American Opportunity Credit

    Estimate the education credit and its income phase-out.

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    Taxes

    Child Tax Credit

    Per-child credit, refundable portion, and phase-out.

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    Taxes

    Student Loan Interest

    Deduction, tax saved at your bracket, and MAGI phase-out.

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    Taxes

    Saver's Credit

    Find your 50/20/10% tier and the retirement-savings credit.

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    Taxes

    FSA Tax Savings

    Pre-tax health and dependent-care savings on tax and FICA.

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    Home

    Home Affordability

    Estimate how much home fits a given income and monthly budget.

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    Home

    HELOC Calculator

    Estimate available home equity line and payment scenarios.

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    Home

    Mortgage Refinance

    Find the break-even point on refinancing and total interest saved.

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    Auto

    Auto Lease vs. Buy

    Compare the true cost of leasing vs. buying over the same period.

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    Auto

    Auto Loan Refinance

    See how much refinancing an auto loan could save.

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