Financial Calculators

The Calculators page bundles the planning math you need:

• Retirement — savings trajectory and readiness.
• RMD — required minimum distributions by age.
• AMT & NIIT — alternative minimum tax and net investment income tax exposure.
• 529 — education savings projections.
• Insurance gap, state tax, charitable/DAF, inherited IRA, and gift tax.

Each calculator runs client-side (instant, private) and links to the deeper planning tools in the Planning & Goals hub.