Free Financial Planning Tools & Calculators

DIY Financial Modeling Toolkit

Build tax, retirement, and portfolio models. Track assumptions. Compare outcomes.

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IncomeTax

Federal and state tax calculations with scenario comparison

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RMD

Required minimum distribution calculations and planning

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SoSepp

IRS-compliant amortization calculations with reference results

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23 projects

TYPE	NAME	EDITED AT
Inflation	50 bucks from 1990 to 2010
Inflation	Inflation 401
SoSEPP	SoSEPP 401
RMD	Personal 401
Income	demo 260617
NetWorth	bug-t3
Income	Private 1 Edited
NetWorth	edge case 2
Income	EMR test 2
Income	MFJ SS IRA conv. Text
Income	NJ MFJ + 2 Dep ROTH Conv. while on ACA
Income	MFJ over 65 IRA withdrawal test
Income	MFJ W2->1099 Eval
Income	Wade Pfau style Tax Map 65 yo w. 30K in SS
Income	EMR test 1
Portfolio	Portafolio 101
NetWorth	bug-t2-bog
RMD	MY RMD test-cc2
Portfolio	My own portfolio edited
Income	NJ ACA family of 4 in '25 - ppp