Plan the number before you stop working.
Retirement calculators, checklists, quizzes, and planners — built on what CFPs actually use with clients. Free, private, PDF export on every page.
Most-used calculators
Start here if you want a specific number in 5 minutes.
Retirement Savings Calculator
Project your balance at retirement.
401(k) Projection
Include employer match and catch-up.
FIRE Calculator
Your FIRE number and years to FI.
4% Rule Calculator
Stress-test the safe withdrawal rate.
Social Security Estimator
Benefits at 62, 67, and 70.
RMD Calculator
Required distribution after 73.
Planning tools — not just calculators
Checklists, quizzes, comparisons, and planners that a number alone can't answer.
Retirement Readiness Checklist
40-point pre-retirement audit.
Pre-Retirement 5-Year Checklist
Year-by-year action list.
Retirement Readiness Quiz
12 questions, 0-120 score.
FIRE Readiness Quiz
Are you actually on track for FIRE?
Risk Tolerance Quiz
Find your stock/bond allocation.
Roth vs Traditional IRA
Side-by-side after-tax comparison.
401(k) vs Roth 401(k)
Which 401(k) wins for your bracket?
SS Claim Age: 62 vs 67 vs 70
Lifetime benefit comparison.
RMD Planner
10-year forecast + conversion strategy.
New 2026 research
How AI is changing retirement
10 sourced calculators + research articles on AI displacement and your retirement age, robo-advisor fee math, AI-extended longevity costs, and Social Security trust-fund solvency under AI productivity scenarios. CBO, SSA, BLS, Goldman, McKinsey, Vanguard, Backend Benchmarking, SEC — every number cited.
Visit the AI Impact hub →
All 40 calculators by category
Every retirement math problem has a calculator. Pick the lever you want to model.
Savings & Growth
Income & Withdrawals
Social Security & Pensions
Taxes & Distributions
Housing & Relocation
Self-Employed
How to use Retirement Hub
Start with the Retirement Readiness Quiz to get a baseline score and flag the three weakest items in your plan. That takes 3 minutes and tells you which calculators actually matter for your situation — most people don't need 40 tools, they need four.
Then use the Retirement Savings Calculator for the core projection, the 4% Rule for drawdown math, Social Security for the claim age decision, and Monte Carlo to stress-test. Those four cover 80% of the retirement math question.
When you are inside 5 years of your target retirement date, switch to the Pre-Retirement 5-Year Checklist — calendar-organized actions including Medicare enrollment, healthcare bridge, final Roth conversions, and estate documents.
Every tool runs entirely in your browser. Nothing you type is logged, stored, or transmitted. Export PDF on any page to save or share with a spouse or advisor.