Calculators

Browse calculators with published Reference documentation. Search by calculator name, planning topic, category, or related term.

Home & Housing

Compare an existing mortgage with a proposed refinance over an expected holding period.

Estimate payment, total cost, and housing expense assumptions.

Project a down payment target and the monthly savings required.

Estimate annual tax, marginal rate, and effective rate from income.

Estimate a simplified federal income-tax safe-harbor target.

Estimate Schedule SE tax and its deductible half.

Estimate shares to sell for ISO exercise costs and tax.

Estimate future college costs and required annual savings.

Check whether a plan passes high-deductible health plan thresholds used for HSA funding purposes.

Estimate tax and penalty on a fully taxable early IRA withdrawal.

Estimate a current-year original-owner IRA RMD from age and prior-year balance.

Compare portfolio outcomes and fee drag across strategies.

Compare tax-free bond yield against taxable equivalents.

Translate dollar amounts between supported annual inflation index years.

Solve for one of five traditional time value of money variables.