Tax Planning
NUA Tax Savings Calculator
Compare the tax impact of a standard IRA rollover vs. the Net Unrealized Appreciation strategy for employer stock in your retirement plan.
Tax Planning
Roth Conversion Tax Impact Calculator
Model the tax cost of converting traditional IRA assets to a Roth IRA. Find the optimal amount to convert within your current bracket, compare scenarios, and see your break-even year.
Tax Planning
2026 Federal Tax Bracket Visualizer
See exactly where your income falls, how much you pay at each rate, and how much room you have before the next bracket.
Tax Planning
Estimated Tax Payment Calculator
Calculate your quarterly estimated tax payments, check safe harbor requirements, and stay on track to avoid IRS underpayment penalties.
Retirement Planning
Social Security Claiming Calculator
Compare how claiming at different ages affects your monthly benefit and lifetime income. Includes spousal and survivor benefit analysis and tax impact.
More tools coming soon.