silver
PLANNING TOOLS

Try the numbers. See the tradeoffs.

These calculators are educational estimates—not tax returns, financial plans, or medical recommendations.

Read the guides
RETIREMENT TAX

RMD estimate

Illustrate the prior year-end balance ÷ IRS distribution period formula.

Illustrative annual RMD$18,868$1,572 / month

Confirm your applicable age, account balance, table, and deadline with the IRS or your custodian.

MONTHLY PLAN

Income gap check

See how much of monthly spending is not covered by guaranteed income.

Monthly portfolio gap$2,50058% covered by guaranteed income

This simple gap does not include taxes, inflation, investment returns, or account sequencing.

15-MINUTE MEAL

Quick plate builder

Choose three convenient foods to create a flexible meal idea.

Your quick plateNo-salt-added beanswith frozen vegetables and microwave brown rice

Adjust texture, portions, sodium, and carbohydrates for your clinician’s guidance.