Wealth Analysis Calculators
Understand Your Financial Situation
Use our free calculators to discover how taxes, fees, and traditional retirement accounts impact your wealth. No email required to explore.
Each tool takes 2-5 minutes to complete
Choose Your Calculator
Section 7702 Income Projector
Project your tax-free retirement income using Section 7702 life insurance
FlexVault vs 401(k) Comparison
Side-by-side 30-year comparison of tax-free vs taxable retirement accounts
401(k) Tax Bomb Calculator
See how much the IRS owns of your 401(k) retirement savings
Tax Drag Calculator
Compare taxable vs tax-deferred vs tax-free investment growth
Capital Gains Tax Calculator
Calculate capital gains tax and explore mitigation strategies like Section 7702, QOZ, and DST
Roth Exceleratorâ„¢
Tax-free retirement income strategy calculator
Tax Reduction Estimator
Estimate potential tax savings and overpayment
Pilot Tax Strategy Calculator
Navigate your compressed timeline to mandatory retirement at 65 with Section 7702 strategies and FAA medical protection
Physician Wealth Strategy Calculator
Optimize your wealth-building strategy with asset protection designed for high-earning medical professionals
Near-Retiree Catch-Up Calculator
Accelerate retirement savings with catch-up strategies, Social Security optimization, and healthcare planning for age 50+
Business Owner Tax Calculator
Discover tax optimization strategies including S-Corp election, QBI deduction, retirement upgrades, and Section 7702
Real Estate Exit Strategy Calculator
Compare exit strategies for investment property including 1031 exchanges, DSTs, QOZ investments, and more
Legacy Planning Calculator
Analyze estate tax exposure and explore strategies like ILITs, GRATs, charitable trusts, and Section 7702
Escape Wall Street Assessment
Assess your dependency on Wall Street, uncover hidden fees, and discover tax-free retirement alternatives
FIRE Tax Strategy Calculator
Plan your path to Financial Independence with tax-efficient strategies including Roth conversions and Section 7702
Tax Savings 27-Point Checklist
Complete our 27-point assessment to discover tax-saving strategies you may be missing
Interest Recapture Calculator
Calculate lifetime interest paid to banks and discover how to recapture it with Infinite Banking
Business Profit Analyzer
Discover where profit is leaking from your business and how to plug the gaps
Marketing ROI Calculator
Evaluate your marketing spend efficiency and identify optimization opportunities
Exit Readiness Assessment
Evaluate your business and personal readiness for a successful exit
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