Calculators
Use these tools to estimate contribution limits, tax advantages, and potential growth across your retirement accounts.
See how your alternative and traditional assets could grow inside one tax-advantaged account, based on the contributions, timeline, and fees you choose.
Active investors pay per-transaction and per-asset fees with a standard custodian. See when checkbook control pays for itself.
See how a ROBS structure compares to other business funding sources including a home equity line of credit, small business loan, and taking an early distribution.
See your maximum 2026 contribution to for your IRA, Roth, HSA, and 401(k); with income phase-outs applied automatically.
Run the numbers on your own HSA to see the deductions, growth, and withdrawals add up.
Estimate rental income, appreciation, and equity for a property held in a Self-Directed IRA. Model optional non-recourse financing, tax-deferred.
The amount that can be contributed to a Solo 401(k) plan is based on whether your business is taxed as a corporation and you receive a W-2 or if you are taxed as an LLC, partnership, or sole proprietorship.
Solo 401(k) participants can take a loan from their plan if it is permitted in the business’s Solo 401(k) documents. A loan is permitted at any time using the accumulated balance of the Solo 401(k) as collateral.
The primary advantage of using a Self-Directed Roth IRA over a traditional IRA is that all income and gains grow tax free and will not be subject to tax upon withdrawal or distribution at age 59 1/2.