WealthEdu
Financial Educators Network · Nonprofit Education

Planning Calculators

Work through real retirement and family decisions with your own numbers. Each calculator opens with an example household so you can see how it works, then shows the costs and trade-offs that are easy to miss.

Saving for retirement

Retirement Savings

How much you are on track to have, and what a higher savings rate or later retirement changes.

Coming soon

Retirement income and taxes

Roth Conversion Blueprint

What a conversion really costs this year, including Social Security taxation, capital gains and Medicare premiums, and when the Roth pulls ahead.

Open calculator →

Protecting your family

Life Insurance Need

How large a gap your family would face, based on income, debts and goals.

Coming soon

Long-Term Care Cost

What extended care could cost by the time you might need it, and how it affects your savings.

Coming soon

Legacy

Legacy Planning

What your heirs actually receive after taxes and timing rules on inherited accounts.

Coming soon