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Free retirement and business calculators
Six calculators for the decisions that move the most money: when to claim Social Security, what Medicare will charge you, how much you must withdraw, what your savings can pay, what your business is worth, and what you keep when you sell it. Each one shows the rule it uses and links to the source.
Free calculator
Social Security: 62, 67, or 70?
Your monthly check at every claiming age, your break-even age, and the totals by 80, 85, and 90.
Free calculator
Medicare IRMAA in 2026
Your Part B and Part D premiums from your income, how close you are to the next line, and what one dollar over costs.
Free calculator
Required minimum distributions
This year's RMD from the IRS table, the age your RMDs start, and the next ten years.
Free calculator
Income from your savings
What $1 million or any balance pays each month, and how long it could last with inflation raises.
Free calculator
What your business is worth
Earnings times a multiple, enterprise value versus what you keep, and what one turn of the multiple is worth.
Free calculator
What you keep when you sell
Sale price minus debt, deal costs, federal capital gains tax, the 3.8% tax, and state tax, and what each dollar of price nets you.
Hypothetical and educational only. Results are estimates from the figures you enter and the rules cited below. They do not account for every factor in your situation, are not a guarantee of any result, and are not tax, legal, or investment advice.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Fidelity Bank and Fidelity Bank Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Fidelity Bank Wealth Management, and may also be employees of Fidelity Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fidelity Bank or Fidelity Bank Wealth Management.
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The LPL Financial registered representative associated with this site may discuss and transact securities business only with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Neither LPL Financial nor its representatives provide legal or tax advice; please consult your attorney or tax advisor regarding your specific situation. No strategy assures success or protects against loss. Examples are hypothetical and for illustration only.