Calculators

When Can I Retire?

Enter your current savings, monthly contribution, and retirement goal to find out exactly what age you can stop working.

Save for Retirement

Find out how much you need to save each month to retire comfortably. Enter your income, current savings, and assumptions to get a personalized retirement savings target.

Required Minimum Distribution

Calculate your IRS-required minimum distribution using the 2025 Uniform Lifetime Table (IRS Publication 590-B). Applies to Traditional IRAs, 401(k)s, and most tax-deferred retirement accounts.

Safe Withdrawal Rate

Estimate how much you can withdraw from your portfolio each year without running out of money. Uses the classic 4% rule plus Monte Carlo simulation to stress-test against market volatility, inflation, and longevity risk.

Social Security Claiming

Find the optimal age to claim Social Security. Compare strategies at 62, full retirement age, and 70 — and see the exact lifetime dollar difference.

Retirement Income

See your complete retirement income picture — all sources combined, gap vs expenses, and how long your money will last.

Legacy & Wealth Transfer

Estimate how much wealth you’ll leave to your heirs after a full retirement. See how your assets grow, how spending draws them down, and what remains at different life expectancies.

Sell Your Business & Retire

Estimate what your business is worth using the SDE method, see your take-home after fees and taxes, and find out if the sale funds your retirement.