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CalcIntel

💰 178 Calculators · 25 Topics · Updated April 2026

Finance Calculators

Free financial calculators for mortgages, loans, investments, retirement planning, taxes, and more. Every calculator uses standard financial formulas, amortization, compound interest, time value of money, so you can plan with confidence.

Whether you're buying a home, paying off debt, planning for retirement, or evaluating an investment, the right calculator turns guesswork into a plan. Our finance calculators use the same formulas that banks and financial advisors use, standard amortization for mortgages, compound interest for investments, and IRS-aligned brackets for taxes.

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Retirement

23 calculators

Plan your path to retirement with 401(k), Roth IRA, FIRE, and Social Security calculators. See how savings rate, time horizon, and returns interact to build wealth.

401(k) Calculator

Estimate your 401(k) balance at retirement based on contributions, employer match, and growth rate.

Annuity Calculator

Calculate annuity payments or the lump sum needed to generate a desired income stream.

Early Retirement Calculator

Determine when you can retire early based on your current savings, income, and desired lifestyle.

FIRE Calculator

Calculate your path to Financial Independence, Retire Early (FIRE) based on savings rate and expenses.

Retirement Income Calculator

Calculate how much monthly income your retirement savings can generate.

Retirement Savings Calculator

Estimate how much you need to save for retirement based on your age, income, and goals.

RMD Calculator

Calculate your Required Minimum Distribution from retirement accounts after age 73.

Roth IRA Calculator

Calculate how a Roth IRA grows tax-free over time and compare with traditional IRA returns.

Social Security Calculator

Estimate your Social Security benefits based on income history and retirement age.

401K Contribution Calculator

Calculate how much your 401(k) will grow with employer matching.

Roth vs Traditional IRA

Compare Roth IRA and Traditional IRA to see which saves more.

529 College Savings Calculator

Future value of a 529 plan for a child.

Pension Lump Sum vs Annuity

Decide whether to take the lump sum or annuity.

Social Security Estimator

Approximate monthly benefit at full retirement age.

4% Safe Withdrawal Calculator

How long a retirement portfolio lasts at a given withdrawal rate.

HSA Growth Calculator

Tax-advantaged growth of a health savings account.

Coast FIRE Calculator

Amount you need invested now to never save again.

Lean FIRE Calculator

Early retirement on lean ($40k/yr) expenses.

Fat FIRE Calculator

Early retirement on fat ($100k+) expenses.

Barista FIRE Calculator

Semi-retirement bridged by part-time income.

SEP IRA Contribution Calculator

Max SEP-IRA contribution for self-employed.

Solo 401(k) Contribution Calculator

Employee + employer Solo 401(k) max.

401(k) Rollover Calculator

Future value of a 401(k) rollover.

Tax

18 calculators

Estimate federal income tax, take-home pay, capital gains, and self-employment tax. Based on current IRS brackets and rates.

Capital Gains Tax Calculator

Calculate federal capital gains tax on investments based on holding period and income.

Estate Tax Calculator

Estimate potential federal estate tax liability based on estate value.

Hourly Wage After Tax

Calculate your real hourly wage after federal and state income taxes.

Income Tax Calculator

Estimate your federal income tax based on filing status, income, and deductions.

Paycheck Calculator

Calculate your take-home pay after federal, state, and FICA taxes from your gross salary.

Sales Tax Calculator

Calculate sales tax amount and total price for any purchase.

Self-Employment Tax Calculator

Calculate the self-employment tax (Social Security + Medicare) on freelance or business income.

Take-Home Pay Calculator

Calculate your actual take-home pay after all taxes and deductions from your salary.

Tax Refund Calculator

Estimate your federal tax refund based on income, withholding, and deductions.

Crypto Tax Calculator

Calculate capital gains tax on cryptocurrency trades.

Tax Loss Harvesting Calculator

Tax savings from realizing capital losses.

Short-Term Capital Gains Tax

Federal + state tax on short-term gains (held <1 year).

Long-Term Capital Gains Tax

Federal + state tax on long-term gains (held >1 year).

QBI Deduction Calculator

Qualified Business Income (§199A) deduction for passthroughs.

State-to-State Tax Difference

How much more or less tax you pay when relocating.

Sales Tax Deduction Calculator

Estimate sales tax deduction for Schedule A.

Quarterly Estimated Tax Calculator

Suggested quarterly payment to avoid underpayment penalty.

Alternative Minimum Tax Calculator

AMT liability for high-income filers.

Family

1 calculator

Estimate the total cost of raising a child from birth to age 18 based on USDA data.

Home Equity

1 calculator

Calculate HELOC payments and see how much you can borrow against your home equity.

Events

1 calculator

Plan wedding budgets with typical cost breakdowns by category.

Investing

36 calculators

Dividend Yield Calculator

Calculate dividend yield and annual income from dividend stocks.

Margin Calculator

Calculate margin requirements and potential returns for leveraged trades.

SIP Calculator

Calculate the future value of a systematic investment plan.

Lump Sum Investment Calculator

Project the future value of a one-time investment.

Mutual Fund Return Calculator

Estimate long-term mutual fund returns after expense ratios.

ETF Fee Drag Calculator

See how expense ratios erode returns over time.

Treasury Bill Yield Calculator

Convert T-bill discount yield to effective annualized return.

Bond Duration Calculator

Estimate Macaulay duration of a coupon bond.

Sharpe Ratio Calculator

Risk-adjusted return: excess return per unit of volatility.

Sortino Ratio Calculator

Downside-risk-adjusted return.

Alpha and Beta Calculator

Compute portfolio alpha and beta vs. a benchmark.

CAPM Expected Return Calculator

Expected return from the Capital Asset Pricing Model.

Portfolio Rebalance Calculator

How much to buy or sell to return to target allocation.

Asset Allocation Calculator

Age-based stock/bond allocation following the 110-minus-age rule.

REIT Dividend Calculator

Calculate dividend income from REIT shares.

Covered Call Income Calculator

Monthly income projection from selling covered calls.

Iron Condor Profit Calculator

Max profit, max loss, and break-evens for an iron condor.

Forex Pip Value Calculator

Dollar value of a one-pip move in any currency pair.

Futures Margin Calculator

Initial and maintenance margin for futures contracts.

Stepped Coupon Bond Calculator

Value a bond with increasing coupons.

Muni Bond Tax-Equivalent Yield

Taxable yield equivalent to a tax-free muni.

I-Bond Yield Calculator

Project value of Series I savings bonds.

Compound Annual Growth Rate (CAGR)

Compound annual growth between two values.

Stock Split Calculator

New share count + price after a split.

P/E Ratio Calculator

Price-to-earnings ratio.

P/B Ratio Calculator

Price-to-book ratio.

Yield on Cost Calculator

Current dividend yield based on your original purchase price.

Margin Interest Calculator

Interest on a margin loan.

Short Sell Profit Calculator

Profit on a short position.

Options Break-Even Calculator

Break-even stock price for a call or put.

Covered Call Yield Calculator

Annualized yield from writing covered calls.

Swing Trade Position Size Calculator

Shares to buy based on risk per trade.

Investment Fee Impact Calculator

40-year cost of a fee drag.

Zero-Coupon Bond Yield Calculator

Yield of a zero-coupon bond.

Tax-Free Equivalent Yield

Taxable equivalent of a muni yield.

Real Return Calculator

Inflation-adjusted return.

Frequently Asked Questions

What financial formulas do these calculators use?

Our finance calculators use industry-standard formulas. Mortgage and loan calculators use the PMT amortization formula. Investment calculators use the compound interest formula A = P(1+r/n)^(nt). ROI calculators use (Final Value - Initial Cost) / Initial Cost × 100. Tax calculators follow current IRS brackets and rates.

How accurate are the financial projections?

The calculations are mathematically precise given your inputs. However, real-world results depend on factors like actual market returns (which vary year to year), tax law changes, and inflation. Use these as planning tools, not guarantees. For major financial decisions, consult a qualified financial advisor.

Which finance calculator should I start with?

It depends on your goal. Buying a home? Start with the Mortgage Affordability calculator. Saving for retirement? Try the 401(k) or FIRE calculator. Paying off debt? Use the Loan Payoff or Credit Card Payoff calculator. Each calculator page links to related tools so you can explore further.