Financial tools

Run the numbers before you commit to anything.

Use the calculators below to explore scenarios on your own terms. Every result is an educational estimate based on the assumptions you enter.

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Outputs are educational estimates only. They depend entirely on the assumptions you enter, do not reflect fees, taxes or market performance, and are not a projection of your actual results. Your contribution limit depends on your age, compensation, entity type and plan terms. Confirm any figure with your own tax adviser before acting on it.

Last reviewed September 2026. Figures are from the IRS and depend on your individual facts. See the IRS 2026 limits.

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Calculators can only work with what you type in. A short call checks eligibility, ownership and payroll facts against the real rules.

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