Tools
Calculators for clearer decisions.
Free planning tools for retirement, loans and tax, plus a live countdown to the next filing deadline. Use them to frame the conversation, then check the details with an advisor.
Retirement planner
Projected nest egg at 65$1,265,418$603,279 in today's money
You contribute$384,000
Investment growth$881,418
Monthly income (4% rule)$4,218
Illustrative only. Assumes monthly compounding, a constant return and inflation. Not financial advice.Review with an advisor
Key tax dates
Never miss a filing deadline.
A live countdown to the next federal deadline, with the rest of the year at a glance. Dates are illustrative and should be confirmed for your situation.
- Oct15Extended individual returns dueFinal deadline for 2025 returns filed on extension.Individualsin 19 days
- Jan15Q4 estimated tax paymentFourth-quarter estimated payment for 2026 income.Estimatesin 111 days
- Jan31W-2 and 1099-NEC filingEmployers send W-2s and file contractor 1099-NECs.Businessesin 127 days
- Mar15S-corp and partnership returnsForms 1120-S and 1065 due, or file an extension.Businessesin 170 days
- Apr15Individual returns and Q1 estimateForm 1040 due, plus first-quarter estimated payment.Individualsin 201 days
Turn the numbers into a plan.
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