Calculators
Retirement calculators
Simple, transparent estimates — computed in your browser, nothing sent to a server. Educational, not personalized advice.
Retirement savings growth calculator
Estimate how a lump sum plus monthly contributions could grow over time, before inflation and fees.
Open calculator →Roth IRA growth calculator
Model how a Roth IRA balance and a steady annual contribution might grow at an assumed return.
Open calculator →Withdrawal amount calculator
Turn a withdrawal rate and portfolio value into a dollar amount — pair this with our article on what a realistic withdrawal rate looks like today.
Open calculator →How long your savings will last
Turn a portfolio, a fixed annual withdrawal, and an assumed return into an estimated number of years.
Open calculator →401(k) contribution limit calculator
Check your 2026 401(k) employee deferral limit by age, and how much contribution room you have left.
Open calculator →Required minimum distribution (RMD) calculator
Estimate your required minimum distribution using the IRS Uniform Lifetime Table.
Open calculator →Financial advisor value calculator
Explore a purely hypothetical return uplift and what that kind of difference could mean in dollars over time. An illustration only, not proof or a promise of advisor value.
Open calculator →401(k) growth calculator
Project your 401(k) balance including your contributions and employer match.
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