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Financial calculators
Four quick models for the questions clients ask most: retirement targets, 401(k) growth, how long savings last, and Roth versus Traditional. Enter your details and the numbers update as you type.
Retirement corpus
How large a portfolio your spending implies, and what you would need to save each month to reach it.
Corpus target
Savings gap
Monthly saving
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401(k) growth
What your 401(k) may grow to with your contributions, employer matching, and long-run returns.
Projected balance
Employer match
Earnings split
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How long will my savings last?
See how many years a portfolio can fund your withdrawals, and what yearly draw it can sustain.
Years of income
Withdrawal rate
Sustainable draw
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Roth vs. Traditional
Compare after-tax retirement value of Roth and Traditional contributions based on your tax rates.
After-tax value
Tax now vs. later
Which wins
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