Use this calculator to see the effect on your total deductions and your taxes from the SALT cap increase in the 2025 Trump tax law.
No Tax on Overtime in 2025 Trump Tax Law. What’s the Catch?
A deep dive into “No Tax on Overtime” in the new 2025 Trump tax law, with a calculator to estimate tax savings. It’s not what you think.
No Tax on Tips in 2025 Trump Tax Law. What’s the Catch?
A deep dive into “no tax on tips” in the new 2025 Trump tax law, with a calculator to estimate tax savings. What qualifies and what doesn’t?
Calculator: How Much of My Social Security Benefits Is Taxable?
Use this online calculator to see how much of your Social Security benefits is taxable and how much of it is tax-free.
Social Security Is Still Taxed Under the New 2025 Trump Tax Law
The new 2025 Trump tax law doesn’t eliminate federal income tax on Social Security benefits. Social Security is still taxable just as before.
Is It Worth Moving to Lower Cost of Living After You Retire?
Use this calculator to quantify the higher cost of housing in a very high cost of living area to decide if it’s worth it to stay put after you retire.
Fidelity Retirement Planning Tool: High-Level Model, Not Tactical
Fidelity’s retirement planning tool shows how much leeway you have and what moves the needle. It isn’t designed to give year-by-year tactical guidance.
Roth Conversion and Capital Gains On ACA Health Insurance
Use this calculator to see the marginal tax rate on Roth conversions and long-term capital gains when you also receive a subsidy on ACA health insurance.
See Your Social Security Benefits Estimate In an Interactive Chart
Social Security Administration added an interactive chart in the online account but a third-party tool still does a much better job.
Social Security Claiming Strategy Calculators Compared
I compared two free calculators for the optimal Social Security claiming strategy with hypothetical test cases. They both do a good job.
CD Early Withdrawal Penalty Calculator: Extending the Term
Here’s a calculator to help you decide whether you should take an early withdrawal from an existing CD to buy a new longer-term CD.
Mega Backdoor Roth Without a Big Paycheck
You can still take advantage of non-Roth after-tax 401k or 403b contributions even if it will make your paycheck very small.