CALCULATORS
The Retirement Income Dilemma Calculators
Basic Retirement Withdrawal Success Calculator
Estimate how long your retirement portfolio could last based on your savings, investment mix, and withdrawal rate. See the probability of success using historical market data to guide confident decisions.
Advanced Retirement Withdrawal Estimator
Set your expected stock and bond returns, adjust for inflation, and model market downturns. Compare worst case, average, and best case results to understand how resilient your retirement income really is.
Sequence of Returns Risk Calculator
Test your retirement plan against real market history to see how timing impacts success. Explore what would have happened if you retired before major downturns vs later in retirement.
Delaying Social Security Calculator
See how claiming Social Security later can increase your lifetime income. Compare scenarios for starting at 62, full retirement age, or 70, and discover how timing affects benefits and long-term financial security.
IRA to Roth IRA Conversion (Single) Calculator
Estimate how much converting your traditional IRA to a Roth IRA could cost in taxes today versus potential savings later. See how timing and income affect long-term growth and retirement flexibility.
IRA to Roth IRA Conversion (Married) Calculator
Compare the tax impact of converting a traditional IRA to a Roth IRA for joint filers. Explore how different conversion amounts and income brackets influence future tax-free growth and overall retirement security.
