Mortgage points break-even scenario
Compare the upfront price of discount points with the monthly payment reduction on an otherwise identical fixed-rate loan.
United States
Browse practical tools, sky models and country-specific scenarios. Each tool explains its method and limitations.
Select a country independently of the interface language. Rates and fees are supplied by you unless an official dated source is explicitly stated.
US withholding gap planner
Check whether the withholding in your remaining paychecks matches a tax estimate you already obtained. This supports a W-4 review without pretending to complete the form.
US federal and state tax-band scenario
Separate federal and state ordinary-income tax layers using brackets you supply for the chosen filing status and year. Example brackets are hypothetical, not an official tax table.
401(k) employer matching and vesting
Measure the employer match captured by your contribution and the part currently vested under your plan. Enter your applicable compensation and deferral limit.
HSA prorated contribution room
Estimate remaining HSA room from your verified annual limit and eligible months, counting employer contributions as well as your own.
529 education saving target scenario
Estimate the monthly saving needed for one future education spending target. Keep tuition inflation separate from the assumed investment return.
ARM first interest-rate reset
Model the first adjustable-rate mortgage reset with the index, margin and caps written in your contract.
PMI scheduled loan-to-value milestones
Find scheduled balance milestones relative to the original property value. A milestone is not approval to cancel mortgage insurance.
US mixed-rate sales-tax basket
Price a basket whose products may have different local tax treatment. Enter the applicable combined rate for each product.
US health-plan cost sharing comparison
Compare plans for one entered treatment-cost scenario, keeping premiums and excluded care outside the cost-sharing ceiling.
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