Resources
Free Tools
Calculators and dashboards that run in your browser. Results are hypothetical and illustrative, not personalized advice.
RSU Tax Withholding Calculator
Estimate the gap between the 22% or 37% supplemental withholding on vesting RSUs and your actual federal tax rate.
Try itFeaturedConcentrated Stock Tax Calculator
Estimate the federal capital gains tax of selling a concentrated position at once versus spreading sales over several tax years.
Try itFeaturedISO Exercise AMT Calculator
Estimate whether exercising incentive stock options could trigger the alternative minimum tax, and roughly how much.
Try itEquity compensation
Estimated 2026 federal tax on RSU vests, concentrated-stock sales, and ISO exercises. Holding company stock? See Concentrated Stock
RSU Tax Withholding Calculator
Estimate the gap between the 22% or 37% supplemental withholding on vesting RSUs and your actual federal tax rate.
Open toolConcentrated Stock Tax Calculator
Estimate the federal capital gains tax of selling a concentrated position at once versus spreading sales over several tax years.
Open toolISO Exercise AMT Calculator
Estimate whether exercising incentive stock options could trigger the alternative minimum tax, and roughly how much.
Open toolRetirement income
How much you can spend, when to claim, and whether savings are on track. Approaching retirement? See Transitioning to Retirement
Withdrawal Simulator
Tests retirement withdrawal rates against a hypothetical sequence of good and bad market years.
Open toolRetirement Calculator
Project retirement savings and income needs under different scenarios.
Open toolSocial Security Optimizer
Explore how claiming age affects lifetime Social Security benefits.
Open toolCosts and growth
What fees, compounding, and inflation do to your money over time.
Risk and markets
Your risk profile, long-run asset-class history, and today's markets.
Risk Assessment
A free questionnaire that estimates your risk profile and a hypothetical asset allocation.
Open toolAsset Class Explorer
Compare long-term historical returns, volatility, and drawdowns across asset classes.
Open toolMarket Overview
A dashboard of market benchmarks across time periods and categories.
Open toolPrivate by design
The calculators run entirely in your browser. The numbers you enter are not sent to us or stored. Results are hypothetical and illustrative, are not a guarantee of future results, and are not a substitute for personalized advice.
Common questions
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