Senior & Retirement Planning Calculators
13 free senior & retirement planning calculators in Financial.
- Gift Tax CalculatorCalculate gift tax exposure against annual exclusions and the lifetime allowance.
- Long-Term Care Cost CalculatorProject long-term care costs by setting and duration with inflation.
- Long-Term Care Insurance CalculatorCompare long-term care insurance premiums against the benefits payable.
- Medicare Cost CalculatorEstimate annual Medicare costs across premiums, deductibles and adjustments.
- Medigap Plan G CalculatorCompare Medigap Plan G total cost against an alternative coverage approach.
- Pension Payout Option CalculatorCompare a pension lump sum against annuity income options.
- Qualified Charitable Distribution (QCD) CalculatorCompare a qualified charitable distribution against a taxable withdrawal and deduction.
- Reverse Mortgage (HECM) CalculatorEstimate reverse mortgage proceeds and the loan balance growth over time.
- Senior Housing Cost CalculatorCompare senior housing options against staying at home with support.
- Social Security Claiming Strategy CalculatorCompare claiming ages for state or social security benefits and find the break-even.
- Spousal/Survivor Benefit CalculatorCalculate spousal and survivor benefit entitlements from a partner's record.
- Step-Up Basis CalculatorCompare capital gains tax on gifted assets against inherited step-up basis.
- Trust Distribution CalculatorCalculate trust distributions between income and principal across beneficiaries.