78The full shelf

78 calculators,
filed by topic

Every calculator your clients can run on your site, grouped the way a practice thinks about them. Filter by topic or type what the client is asking.

Index

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Showing 78 of 78
011040 Federal Income TaxTax · Income tax & brackets · asked in FebruaryAll plans02Marginal Tax RateTax · Income tax & brackets · asked in DecemberAll plans03Take-Home PaycheckTax · Paychecks & payroll · asked in JanuaryAll plans04Hourly PaycheckTax · Paychecks & payroll · asked in MarchAll plans05Net to Gross PaycheckTax · Paychecks & payroll · asked in AprilAll plans06Charitable Giving Tax SavingsTax · Deductions & credits · asked in DecemberAll plans07Earned Income Credit (EIC)Tax · Deductions & credits · asked in JanuaryAll plans08FSA Tax SavingsTax · Deductions & credits · asked in NovemberAll plans09Taxable Social Security BenefitsTax · Deductions & credits · asked in FebruaryAll plans10Clergy Housing AllowanceTax · Deductions & credits · asked in DecemberAll plans11Self-Employment TaxTax · Self-employment & estate · asked in AprilAll plans12Estate Tax PlanningTax · Self-employment & estate · asked in OctoberAll plans13Retirement PlannerRetirement · Planning & projections · asked in JanuaryAll plans14Retirement IncomeRetirement · Planning & projections · asked in JuneAll plans15Retirement ShortfallRetirement · Planning & projections · asked in NovemberAll plans16How Long Will Retirement Savings Last?Retirement · Planning & projections · asked in MarchAll plans17Retirement Planner for Two SpousesRetirement · Planning & projections · asked in FebruaryAll plans18401(k) / 403(b) / 457Retirement · 401(k), IRA & Roth · asked in NovemberAll plans19403(b) SavingsRetirement · 401(k), IRA & Roth · asked in AugustAll plans20457(b) PlanRetirement · 401(k), IRA & Roth · asked in SeptemberAll plans21Solo 401(k)Retirement · 401(k), IRA & Roth · asked in NovemberAll plans22Traditional IRARetirement · 401(k), IRA & Roth · asked in AprilAll plans23Roth IRARetirement · 401(k), IRA & Roth · asked in JanuaryAll plans24Roth vs. TraditionalRetirement · 401(k), IRA & Roth · asked in NovemberAll plans25Roth ConversionRetirement · 401(k), IRA & Roth · asked in NovemberAll plans26Should I Borrow From My 401(k)?Retirement · 401(k), IRA & Roth · asked in JulyAll plans27Required Minimum Distribution (RMD)Retirement · Withdrawals & RMDs · asked in NovemberAll plans28RMD - Year To BeginRetirement · Withdrawals & RMDs · asked in SeptemberAll plans29Inherited IRA RMDRetirement · Withdrawals & RMDs · asked in OctoberAll plans3072(t) SEPPRetirement · Withdrawals & RMDs · asked in MayAll plans31Early Withdrawal CostRetirement · Withdrawals & RMDs · asked in JuneAll plans32Gross DistributionRetirement · Withdrawals & RMDs · asked in AugustAll plans33Company Stock Distribution (NUA)Retirement · Withdrawals & RMDs · asked in MarchAll plans34Social Security BenefitRetirement · Pensions & Social Security · asked in JuneAll plans35How Important Is Social Security?Retirement · Pensions & Social Security · asked in MayAll plans36Pension vs. Lump SumRetirement · Pensions & Social Security · asked in SeptemberAll plans37Contribution Effect on Your PaycheckRetirement · Pensions & Social Security · asked in JanuaryAll plans38Future ValueInvestments · Growth & returns · asked in JanuaryAll plans39Present ValueInvestments · Growth & returns · asked in AugustAll plans40Annual Rate of ReturnInvestments · Growth & returns · asked in JanuaryAll plans41Internal Rate of Return (IRR)Investments · Growth & returns · asked in MayAll plans42Investment Loss RecoveryInvestments · Growth & returns · asked in MarchAll plans43Asset AllocationInvestments · Stocks, bonds & funds · asked in FebruaryAll plans44Market Value of BondsInvestments · Stocks, bonds & funds · asked in AprilAll plans45Mutual Fund FeesInvestments · Stocks, bonds & funds · asked in FebruaryAll plans46Stock OptionInvestments · Stocks, bonds & funds · asked in MarchAll plans47Taxable vs. Tax-DeferredInvestments · Tax-aware investing · asked in OctoberAll plans48Taxable vs. Tax-Deferred vs. Tax-FreeInvestments · Tax-aware investing · asked in JanuaryAll plans49Municipal Bond Tax-Equivalent YieldInvestments · Tax-aware investing · asked in AprilAll plans50REIT Tax-Equivalent DistributionInvestments · Tax-aware investing · asked in FebruaryAll plans511031 Like-Kind ExchangeInvestments · Tax-aware investing · asked in MayAll plans521031 Exchange TimelineInvestments · Tax-aware investing · asked in JuneAll plans53Break-EvenBusiness · Analysis & valuation · asked in JanuaryAll plans54Contribution Margin & Break-EvenBusiness · Analysis & valuation · asked in DecemberAll plans55Profit MarginBusiness · Analysis & valuation · asked in FebruaryAll plans56Business ROIBusiness · Analysis & valuation · asked in MarchAll plans57Business ValuationBusiness · Analysis & valuation · asked in SeptemberAll plans58Financial RatiosBusiness · Analysis & valuation · asked in AprilAll plans59Installment Sale RepossessionBusiness · Analysis & valuation · asked in FebruaryAll plans60Cash Flow BudgetBusiness · Cash flow & operations · asked in DecemberAll plans61Working CapitalBusiness · Cash flow & operations · asked in JulyAll plans62Inventory AnalysisBusiness · Cash flow & operations · asked in JanuaryAll plans63Business LoanBusiness · Financing & equipment · asked in MayAll plans64Equipment Buy vs. LeaseBusiness · Financing & equipment · asked in NovemberAll plans65HSA ContributionHousehold · HSAs & health costs · asked in DecemberNetwork66HSA SavingsHousehold · HSAs & health costs · asked in NovemberNetwork67HSA vs. Traditional Health PlanHousehold · HSAs & health costs · asked in NovemberNetwork68Budget PlannerHousehold · Budget & income · asked in JanuaryAll plans69Hourly to SalaryHousehold · Budget & income · asked in AprilAll plans70Should My Spouse Work?Household · Budget & income · asked in AugustAll plans71Net WorthHousehold · Budget & income · asked in JanuaryAll plans72Savings RateHousehold · Budget & income · asked in JanuaryAll plans73Inflation ImpactHousehold · Planning concepts · asked in MarchAll plans74Savings, Taxes and InflationHousehold · Planning concepts · asked in FebruaryAll plans75Rule of 72Household · Planning concepts · asked in SeptemberAll plans76Financial Independence (FIRE)Household · Planning concepts · asked in JanuaryAll plans77College SavingsHousehold · Planning concepts · asked in AugustAll plans78Life ExpectancyHousehold · Planning concepts · asked in JuneAll plans
FAQ

About the calculator library

Showing 8 of 8
  • How many calculators are there?

    78 calculators in 5 topics: Taxes, Retirement, Investments & markets, Business and Household planning. Each has its own page explaining what it does, who asks, and what your firm receives.

  • Which plan includes which calculators?

    Every plan includes the tax, retirement, investment, business and household calculators. Practitioner (free) runs up to 5 at once, Firm up to 50 and Network has no cap. The three HSA calculators are Network only. See pricing.

  • Can I try them before embedding?

    Yes. Every calculator page runs the live calculator, and the free Practitioner plan lets you put five of them on your own site before paying for anything.

  • Do all calculators use 2026 figures?

    Yes. Statutory figures come from one sourced table, listed on the 2026 figures page.

  • Can I change labels, defaults and colors?

    Yes, per calculator: titles, field labels, defaults, help text, button text, colors, fonts and themes.

  • Do the calculators work in other languages?

    Every calculator can show in English, Spanish, Simplified Chinese, Korean, Vietnamese or Arabic, and visitors can switch.

  • Can I put several calculators in one widget?

    Yes. Widgets bundle calculators into a floating launcher, tabs, a button set or a card grid. See widgets.

  • Are calculator results advice?

    No. They are estimates from the client's inputs. Each calculator states its limits and carries a disclaimer you can adapt.

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Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.