Our analyst team has built several advanced tools and calculators designed to help investors make important decisions about retirement planning and investing.
IRA Tools
These tools will assist investors in determining an optimal strategy for their IRA contributions.
IRA Eligibility Calculator
Determine if you’re eligible to make Roth IRA contributions or tax-deductible Traditional IRA contributions.
IRA Scenario Calculator
Compare different IRA contribution scenarios, including Traditional, Roth, and Backdoor Roth.
Child IRA Calculator
Starting a Roth IRA for your child could be the smartest financial move you ever make.
IRA Conversion Tool
Should you convert your Traditional IRA to Roth?
HSA Tools
These tools can help investors determine optimal strategy and eligibility for contributions to and withdrawals from an HSA:
HSA Calculator
How much tax-free wealth could you create by using a Health Savings Account (HSA)?
401(k) Tools
These tools can help investors determine optimal strategies for establishing and contributing to a 401(k) plan.
Solo 401(k) Calculator
Figure out how much you can contribute to a Solo 401(k) plan.
UTMA And UGMA Tools
These tools can help investors quantify the value associated with a UTMA or UGMA account.
UTMA Calculator
Calculate the tax advantages of setting up a UTMA or UGMA account for your children.
NUA Tools
Net Unrealized Appreciation (NUA) can be a powerful tax savings strategy. But it only makes sense for certain investors, and can destroy value if done incorrectly.
NUA Calculator
Determine if a net unrealized appreciation (NUA) election can create value for you.