Free Financial Planning Tools & Calculators

DIY Financial Modeling Toolkit

Build tax, retirement, and portfolio models. Track assumptions. Compare outcomes.

📋

IncomeTax

Federal and state tax calculations with scenario comparison

Build Model →

💰

RMD

Required minimum distribution calculations and planning

Build Model →

📊

SoSepp

IRS-compliant amortization calculations with reference results

Build Model →

🔧

See all calculators and modeling tools

Expand

86 projects

TYPE	NAME	EDITED AT
Income	HJT1
Income	HJT1
NetWorth	BR-NW D13K / CdA18K
NetWorth	Pat-NetWorth P5K
Income	Test
Income	Test
Income	Wade Pfau Tax Map 67yo 1M
Income	Wade Pfau Tax Map 67yo
Income	August 2026 Estimate
Income	Test
Portfolio	VT and Chill
Income	a
SoSEPP	72(t) So-SEPP IRS reference results
Income	LTCG tax sequence
Income	LTCG tax sequence
Income	LTCG tax sequence
Income	LTCG tax sequence
Income	Tax Map 3: All-In Roth Conv. for Early NJ retire on ACA
Income	Tax Map 2 All-In: NJ MFJ ROTH Conv. on ACA
Portfolio	P (45% VTSAX, 15% AVUV, 15% VEUSX, 9% VPADX, 6% VEMAX, 10% AVDV)