The following are a list of financial calculators that can help you in retirement planning, portfolio allocations and simulations, investments, tax, and personal finance. 


Portfolio Calculator (Simulator)

Enter fund allocation and quickly get a back test result on the performance of this ‘lazy’ portfolio.

Retirement Calculator

See how much you can save for retirement.

401(K) Calculator

See how much you can accumulate in a retirement plan (401(k))

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Investment Calculator

Grow your wealth and see the power of compounding

401(k) Withdrawal Calculator

Understand your tax liability when withdrawing from 401(k)

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