Free Tools for RIA Professionals
Calculators and planning tools designed specifically for financial advisors, compliance officers, and operations teams at independent RIAs.
72(t) SEPP Calculator
Calculate substantially equal periodic payments under IRS Rule 72(t) for penalty-free early retirement withdrawals. Compare all three IRS-approved methods.
Use CalculatorIRMAA Calculator
Calculate Medicare Income-Related Monthly Adjustment Amount surcharges based on your MAGI and filing status.
Use CalculatorCharitable Remainder Trust Calculator
Calculate CRAT and CRUT payouts, charitable deductions, and remainder values for charitable giving strategies.
Use CalculatorRoth Conversion Calculator
Analyze the tax implications of converting traditional IRA funds to Roth IRA with break-even analysis.
Use CalculatorInherited IRA RMD Calculator
Calculate required minimum distributions for inherited IRAs under SECURE Act 2.0 rules.
Use CalculatorGift Tax Calculator
Track annual exclusions, lifetime exemption usage, and gift splitting for married couples.
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We build AI-powered operations tools for independent RIAs. Let us know what calculators or workflows would help your team.
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