Tax Planning Calculators
Strategic tax planning tools for retirement optimization, year-end planning, estate strategies, and advanced tax planning. Plan ahead to minimize your tax burden legally.
Retirement Planning & Optimization
401(k) Tax Planning Calculator
Optimize 401(k) contributions to minimize current taxes while maximizing retirement savings with traditional vs Roth analysis.
Plan 401(k) →IRA Conversion Tax Calculator
Calculate tax implications of converting traditional IRA to Roth IRA and optimize conversion timing for maximum benefits.
IRA Conversion →Roth vs Traditional IRA Calculator
Compare Roth and traditional IRA tax benefits to determine optimal retirement savings strategy based on your tax situation.
Compare IRAs →Retirement Tax Bracket Calculator
Project future tax brackets and rates to optimize retirement account withdrawals and minimize lifetime tax burden.
Tax Brackets →Year-End Tax Planning
Year-End Tax Strategy Calculator
Optimize year-end tax moves including deduction timing, income deferral, and tax-loss harvesting for maximum savings.
Year-End Strategy →Tax Withholding Calculator
Calculate optimal tax withholding and estimated payments to avoid penalties while minimizing overpayment.
Tax Withholding →Estimated Tax Payment Calculator
Calculate quarterly estimated tax payments for self-employed and investors to avoid underpayment penalties.
Estimated Taxes →Income Smoothing Calculator
Plan income recognition across multiple years to optimize tax brackets and minimize progressive tax impact.
Income Smoothing →Advanced Tax Strategies
Tax Bracket Management Calculator
Strategically manage income and deductions to optimize tax bracket utilization and minimize marginal tax rates.
Manage Brackets →Alternative Minimum Tax Calculator
Calculate AMT liability and plan strategies to minimize alternative minimum tax impact on your tax situation.
AMT Planning →Bunching Deductions Calculator
Optimize deduction timing by bunching itemized deductions into alternating years for maximum tax benefit.
Bunch Deductions →Multi-Year Tax Optimization Calculator
Plan tax strategies across multiple years to minimize total tax burden with income and deduction timing.
Multi-Year Plan →Estate & Gift Planning
Estate Tax Calculator
Calculate federal estate tax liability with current exemptions and plan strategies to minimize estate tax burden.
Estate Tax →Gift Tax Calculator
Calculate gift tax implications with annual exclusions and lifetime exemptions for strategic gift planning.
Gift Tax →Generation-Skipping Tax Calculator
Calculate generation-skipping transfer tax for transfers to grandchildren and optimize multi-generational planning.
GST Tax →Trust Tax Planning Calculator
Calculate tax implications of various trust structures for estate planning and wealth transfer optimization.
Trust Planning →Life Event Tax Planning
Marriage Tax Impact Calculator
Calculate marriage penalty or bonus to optimize filing status and plan wedding timing for tax benefits.
Marriage Tax →Job Change Tax Calculator
Calculate tax implications of job changes including severance, unemployment, and retirement plan rollovers.
Job Change Tax →Moving Expense Tax Calculator
Calculate deductible moving expenses for qualifying job-related relocations with distance and time tests.
Moving Expenses →Education Planning Tax Calculator
Plan education funding with 529 plans, education credits, and tax-advantaged savings strategies.
Education Planning →Why Choose Our Tax Planning Calculators
Strategic Planning
Professional-grade tax planning tools to optimize your tax strategy and minimize lifetime tax burden with precision.
Multi-Year Analysis
Plan across multiple years to optimize timing of income, deductions, and major financial decisions for maximum savings.
Future Tax Planning
Project future tax scenarios and plan accordingly with retirement, estate, and investment tax planning tools.
Secure & Private
All calculations performed locally in your browser. No sensitive financial planning data stored or transmitted.