Eight free interactive tools built on current 2026 data. No sign-up. No email. Just answers.
Project your savings trajectory with realistic return and inflation assumptions. See if you're on track for the retirement you want.
Interactive →Model the tax cost of converting your Traditional IRA to Roth. See the breakeven, IRMAA impact, and whether converting saves you money.
New →Enter your income to see your exact Medicare Part B and Part D premiums, including IRMAA surcharges and income cliff warnings.
2026 Data →Model three withdrawal strategies side by side: the 4% rule, guardrails, and the bucket strategy. See how long your money lasts.
Interactive →Federal tax bracket lookup with a live effective-rate calculator. Understand what you actually pay, not what your bracket says.
2026 Data →Enter your age and balance to see your required minimum distribution based on the 2026 IRS Uniform Lifetime Table.
IRS Table →See how claiming at 62, 67, or 70 changes your lifetime benefit, and why delaying is often worth far more than retirees realize.
SSA Data →Answer a few questions about your situation and get a personalized recommendation on what to do with your old 401(k).
Guided →These assessments grade your full plan and end with the option to talk to an advisor. No email required to start.
A calculator gives you a figure. A fiduciary advisor helps you decide what it means. No pitch, no pressure.
Talk to an Advisor