Retirement & Wealth Calculators
Plan for financial independence, retirement income, pensions, Social Security, annuities, college costs, and long-term wealth.
Popular Retirement & Wealth Calculators
Start with these useful tools or browse all 20 Retirement & Wealth calculators below.
401(k) Employer Match Calculator
Calculate or estimate 401(k) employer match in seconds.
529 College Savings Calculator
Calculate or estimate 529 college savings in seconds.
Annuity Payout Calculator
Calculate or estimate annuity payout in seconds.
Annuity Present Value Calculator
Calculate or estimate annuity present value in seconds.
Barista FIRE Calculator
Calculate or estimate barista fire in seconds.
Coast FIRE Calculator
Calculate or estimate coast fire in seconds.
These calculators provide general educational estimates. Financial markets, taxes, benefit rules, and retirement regulations can change. Verify major decisions using current official information or a qualified professional.
Net Worth Growth Forecast Calculator
Project future net worth from current assets, liabilities, annual savings, growth, and debt reduction.
FIRE Calculator
Estimate the portfolio target and time needed to reach financial independence.
Coast FIRE Calculator
Estimate whether current retirement savings can grow to a future target without additional contributions.
Barista FIRE Calculator
Estimate the investment portfolio needed when part-time income covers part of annual expenses.
Safe Withdrawal Rate Calculator
Estimate annual and monthly withdrawals from a portfolio using a chosen withdrawal rate.
Retirement Income Gap Calculator
Compare desired retirement income with expected Social Security, pension, and other income.
401(k) Employer Match Calculator
Estimate employee contributions, employer match, and total annual retirement contributions.
Roth vs. Traditional IRA Calculator
Compare simplified after-tax future values of Roth and Traditional IRA contributions.
Roth Conversion Calculator
Estimate taxes due on a Roth conversion and the future after-tax comparison.
Pension Lump Sum vs. Annuity Calculator
Compare a pension lump sum with the present value of lifetime monthly payments.
Social Security Break-Even Calculator
Estimate the age when delaying Social Security may produce more cumulative benefits.
529 College Savings Calculator
Project a 529 college-savings balance from current savings and monthly contributions.
College Cost Projection Calculator
Estimate future college costs after tuition inflation.
Annuity Payout Calculator
Estimate a level monthly payout from a fixed principal over a chosen period.
Annuity Present Value Calculator
Calculate the present value of equal future payments.
Inflation-Adjusted Return Calculator
Convert a nominal investment return into an inflation-adjusted real return.
Real Rate of Return Calculator
Calculate real return after inflation and estimated taxes.
Portfolio Withdrawal Calculator
Estimate how long a portfolio may last with regular withdrawals and investment growth.
Financial Independence Date Calculator
Estimate the calendar year when investments may reach a financial-independence target.
Lifetime Wealth Projection Calculator
Project long-term wealth from savings, returns, major withdrawals, and years invested.