Fiduciary and Financial Calculators
26 free calculator tools for fiduciary fees, trustee fees, executor commissions, 401(k) savings, trusts, estates, taxes, loans, and wealth-transfer planning.
- Fiduciary Fee Calculator — Estimate trustee fees, executor commissions, and fiduciary compensation.
- 401(k) Calculator — Project your 401(k) balance, employer match, and retirement income.
- Loan Calculator — Estimate monthly loan payments, total interest, and payoff cost.
- Auto Loan Calculator — Car Payment Calculator — Estimate a car payment from price, down payment, trade-in, tax, fees, rate, and term.
- Mortgage Calculator — Estimate monthly mortgage payment, taxes, insurance, PMI, and total interest.
- Retirement Calculator — Project retirement savings and estimate whether your nest egg may support your income goal.
- Investment Calculator — Estimate compound growth from your starting balance and recurring investments.
- CD Calculator — Estimate CD maturity value and interest earned from APY and term length.
- FAFSA Calculator — Student Aid Estimator — Estimate college net price after family contribution, grants, scholarships, and student loans.
- Online Financial Calculator — Use an online financial calculator for TVM-style present value, future value, and payment math.
- Trust Fund Payout Calculator — Project a year-by-year distribution schedule and remaining balance.
- Inflation-Adjusted Distribution Calculator — Find the payment that preserves a beneficiary's purchasing power.
- Estate Tax Calculator (2026) — Estimate federal and state estate tax under 2026 law.
- Generation-Skipping Transfer Tax Calculator — Calculate GST tax and track your remaining exemption.
- Charitable Remainder Trust (CRT) Calculator — Project income, charitable deduction, and remainder to charity.
- Qualified Charitable Distribution (QCD) Calculator — Compare QCD tax savings versus a taxable IRA withdrawal.
- Beneficiary Distribution Tax Calculator — Estimate tax on a distribution to a spouse, child, or trust.
- Dynasty Trust Calculator — Project multi-generational wealth shielded from estate tax.
- Spousal Lifetime Access Trust (SLAT) Calculator — Estimate estate tax savings while keeping spousal access.
- Irrevocable Life Insurance Trust (ILIT) Calculator — See how an ILIT keeps the death benefit out of your estate.
- Step-Up in Basis Calculator — Compare selling an appreciated asset now versus inheriting it.
- Wealth Transfer Comparison Calculator — Compare gifting, dynasty trusts, and charitable strategies.
- Grantor Retained Annuity Trust (GRAT) Calculator — Estimate the tax-free transfer to heirs from a zeroed-out GRAT.
- Gift Tax Calculator (2026) — See the taxable portion of a gift and exemption used under 2026 law.
- Qualified Personal Residence Trust (QPRT) Calculator — Estimate the gift-tax discount from transferring your home to a QPRT.
- Charitable Lead Trust (CLT) Calculator — Project charity payments, the deduction, and the remainder to heirs.
Which finance calculator should I start with?
Start with the 401(k) calculator for retirement savings, the estate tax calculator for taxable estates, or the trust fund payout calculator if you are modeling distributions from a trust.
What is the difference between a finance calculator and a financial calculator?
People use both terms to mean planning tools that estimate financial outcomes. Fiduciary Calculator uses both phrases because users search for both when looking for retirement, tax, trust, and estate calculators.
Can I print or save calculator results?
Yes. Calculator pages include a print option so you can save results as a PDF or keep a copy for planning discussions.
Do the calculators store my inputs?
No account is required. Calculator inputs are processed in your browser for the estimate shown on the page.