Wealth Management Calculators

Sophisticated financial planning tools for wealth managers and high-net-worth individuals.

Most Popular Calculators

Tax Bracket Optimization

Optimize income timing to minimize tax brackets

Annuity vs Investment

Compare annuity products vs traditional investments

Business Exit Planning

Calculate business sale proceeds and tax strategies

Insurance Needs Analysis

Calculate life insurance needs for estate planning

Donor Advised Fund

Analyze DAF benefits vs direct charitable giving

REIT Investment Calculator

Calculate REIT returns and portfolio impact

Multi-Currency Portfolio

Analyze currency exposure and hedging strategies

Social Security Optimization

Optimize Social Security claiming strategies

Capital Gains Harvesting

Optimize capital gains realization timing

529 College Savings Optimizer

Optimize 529 plan contributions and distributions

Stock Option Exercise

Optimize stock option exercise strategies

Health Savings Account Optimizer

HSA triple tax advantage optimization

Asset Allocation Optimizer

Optimize portfolio allocation based on risk tolerance

Pension vs Lump Sum

Compare pension vs lump sum options

Irrevocable Life Insurance Trust

ILIT estate planning and wealth transfer benefits

Tax-Loss Harvesting Calculator

Calculate tax savings from loss harvesting strategies

Oil & Gas Investment

Energy investment tax benefits and IDC deductions

Art & Collectibles ROI

Alternative asset investment returns and costs

Yacht & Aircraft Cost Analysis

Luxury asset ownership vs charter comparison

Conservation Easement

Tax benefits of land conservation strategies

Estate Tax Planning Calculator

Estimate estate taxes and planning strategies

Roth Conversion Calculator

Analyze Roth IRA conversion opportunities

Investment Risk Assessment

Assess portfolio risk and volatility metrics

Wealth Transfer Calculator

Calculate wealth transfer to beneficiaries

Private Equity ROI Calculator

Calculate returns from private equity investments