Economy
- Wage inflation
- Consumer price inflation
- Stocks and bonds
- Past and future market conditions
Income and finances
- Employer income
- Self-employment income
- Passive income
- Defined Benefit Pensions
- Debt
- Net worth calculation
Portfolio
- Investment strategies including target date fund.
- Core accounts
- 401(k)/403(b)
- Roth 401(k)/403(b)
- SEP/SIMPLE/Solo 401(k)
- Roth Solo 401(k)
- Traditional IRA
- Spousal IRA
- Roth IRA
- Cost basis
- Estimation of present value
Annuities
- Life and period certain annuities
- Immediate and deferred annuities
- Fixed, variable, and indexed annuities
- Inflation-adjusted annuities
- Participation rate, rate ceiling, rate floor parameters
- Annuity fees
- Joint and survivor annuities
- Actuarial life table with actuarial present value calculation
- Cost basis
- Nominal rate of return calculation
- Estimation of present value
Social Security Retirement Insurance Benefits
- Full retirement age calculation
- Work credits/fully insured status
- Average wage indexing
- COLA
- Historical and extrapolated lookup tables for bases/limits/indexes/etc.
- AIME/PIA calculations using Base Year
- Extrapolated future benefits
- Spousal benefits (current spouse only)
- Survivor benefits
- Dually entitled beneficiaries
- Reduction factors for early retirement
- Deemed filing rules
- Reduction factor recalculations
- Delayed retirement credits
- Benefit application dates in past/present/future
- Estimation of present value of benefits
Expenses and mortgages
- Mortgage payment calculator
- Mortgage principal curtailment (extra payments)
- Mortgage amortization schedule generator
- Estimation of present value of home
- Reverse mortgage calculator
- Lump sum and one-time expense schedule
Taxes
- Filing status
- Payroll tax
- Federal tax
- Self-employment tax
- State tax
- Long term capital gains
- Taxes on annuities
- Taxes on Social Security (Federal/State)
- Exemptions and deductions
- Effective tax rate calculation