Determine penalty-free early withdrawals and allowable 72(t) distributions.

Estimate RMDs for spouses, non-spouses, and special beneficiary types.

Calculate current RMDs and estimate future required distributions.

See if your retirement plan is on track — and what to adjust.

For spouse beneficiaries or post-2019 deaths with designated beneficiaries.

Compare IRA strategies and determine which fits your situation.

Estimate Social Security benefits based on age and earnings.

Calculate IRR to evaluate returns on a series of cash flows.

Detailed life insurance needs analysis with budgeting and net worth inputs.

Quickly estimate how much life insurance coverage is needed.