Calculators
The following are a list of financial calculators that can help you in retirement planning, portfolio allocations and simulations, investments, tax, and personal finance.
Retirement Savings Tracker
Monitor your savings progress, get up-to-date estimated pension at retirement
Portfolio Calculator (Simulator)
Enter fund allocation and quickly get a back test result on the performance of this ‘lazy’ portfolio
Asset Allocation Calculator
Answer a few quesitons to derive asset allocation weights tailored to your investment expectation and risk tolerance
Customize Allocation Portfolios
Build a custom model portfolio using strategic or tactical asset allocation strategies, tailored to a 401(k) or a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding
401(K) Calculator
See how much you can accumulate in a retirement plan
401(k) Withdrawal Calculator
Understand your tax liability when withdrawing from 401(k)
Backdoor Roth IRA Pro-Rata Conversion Calculator
Backdoor Roth IRA Pro-Rata Non-deductible IRA
Mega Backdoor Roth Calculator
Utilize your workplace Roth 401(k) to maximize backdoor Roth contribution
401(k) Employer Match Calculator
Help decide how much an employer match is
Social Security Benefit Claim Age Calculator
Social Security benefit claim ages calculator
Investment Fee Impact Calculator
See how the investment fee charge impacts your investment value over time
Government Pension Buyback Calculator
Decide pension buyback break-evn age and benefits
Savings Goal Calculator
Pay off debt and achieve the savings goal
Monte Carlo Retirement Simulator
Statistical simulation to evaluate retirement goal
Dollar Cost Average Calculator
See how DCA has worked on a portfolio, fund or stock
Retirement Spending Calculator
See how withdrawal rule like 4% has performed
Traditional 401(k) vs. Roth 401(k) Calculator
Save to Traditional 401(k) or Roth 401(k)?
Retirement Pension Value Calculator
See how much pension is worth
Required Minimum Distribution Calculator
Get IRS Required Minimum Distribution (RMD) annual amount & percentage
401(k) Early Withdrawal Cost Calculator
Pros and Cons of 401(k) Early Withdrawal
Simple Budget Calculator
Simple Budget Calculator for 50/30/20 Types of Rules
Dividend Calculator for Stocks, ETFs, and Mutual Funds
Calculate Dividend Income and Dividend Yields
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