Planning tool library
Financial planning calculators.
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Business Sale Net Proceeds Calculator
If I sell my business, how much money might I actually keep?
Retirement Tax Window Calculator
How much room might I have before taxes or Medicare costs rise?
Roth Conversion and IRMAA Calculator
How could a Roth conversion change federal tax and later Medicare premiums?
33 tools to explore
Business Owners
4 toolsBusiness Sale Net Proceeds Calculator
If I sell my business, how much money might I actually keep?
QSBS Exclusion Calculator and Eligibility Check
Could part of my gain from company stock be excluded from federal tax?
Asset Sale vs. Stock Sale Calculator
How might an asset sale and a stock sale change what the owner keeps?
Business Owner Income Replacement Calculator
What replaces my salary, distributions, and company-paid expenses after selling?
Retirement
5 toolsRetirement Bucket Strategy Calculator
How much may I want in cash, steadier investments, and long-term investments?
Inherited IRA RMD and 10-Year Rule Calculator
When may an inherited IRA need to be emptied, and is a withdrawal due this year?
Roth Conversion and IRMAA Calculator
How could a Roth conversion change federal tax and later Medicare premiums?
2026 Spousal IRA Contribution Calculator
How much may a nonworking or lower-earning spouse still contribute to an IRA for 2026?
Retirement Tax Window Calculator
How much room might I have before taxes or Medicare costs rise?
Tax
9 tools2026 Kiddie Tax Calculator
Could some of a child’s investment income be taxed at a parent’s rate?
Net Unrealized Appreciation (NUA) Tax Calculator
Which choice may create less tax: using NUA or rolling everything to an IRA?
Master Limited Partnership (MLP) Tax Calculator
How much cash may an MLP pay, and what tax may be due later?
Qualified Opportunity Zone (QOZ) Calculator
What may the short tax delay and the ten-year rule be worth?
2026 Alternative Minimum Tax (AMT) Calculator
Could these income and stock-option choices create extra federal tax?
ISO Exercise and AMT Calculator
Could exercising and holding incentive stock options create extra federal tax?
Donor-Advised Fund Bunching Calculator
Could bunching charitable gifts create a larger usable federal deduction?
Capital Loss Carryforward Calculator
How much of a capital loss may reduce income now, and what may carry into next year?
Net Investment Income Tax Calculator
How much investment income may be exposed to the 3.8% Net Investment Income Tax?
Estate & Trusts
11 tools2026 New York Estate Tax Threshold Calculator
Could this estate be near or above New York’s estate-tax threshold?
Grantor Retained Annuity Trust (GRAT) Calculator
If the assets grow faster than the IRS rate, how much may be left for family?
Qualified Personal Residence Trust (QPRT) Calculator
How much future home growth may pass to family if the trust works as planned?
Charitable Lead Trust Calculator
How much may go to charity, and how much may remain for family?
2026 Federal Estate Tax Calculator
Could this estate owe federal estate tax, and is there enough cash to pay it?
Estate Equalization Calculator
What may each child receive, and is there still a gap?
Charitable Giving Tax Calculator
How much of a gift may be deductible, and how much tax might it save?
Irrevocable Life Insurance Trust (ILIT) Calculator
Can yearly gifts cover the premium, and how could ownership affect estate tax?
Charitable Remainder Trust Calculator
What could a charitable remainder trust pay, and what may remain for charity?
Estate Liquidity and Heir Equalization Calculator
Is there enough cash to settle the estate and treat several heirs as intended?
Generation-Skipping Transfer Tax Calculator
Could this transfer use GST exemption or create generation-skipping tax?
Home & Debt
1 toolsInsurance
3 tools2026 ACA Subsidy Calculator
How much help may this household receive to pay for Marketplace insurance?
Long-Term Care Cost & Funding Calculator
How much might care cost, and what may still be unpaid?
High-Net-Worth Life Insurance Needs Calculator
How much money may the family or business need if the insured person dies?