Straight answers to the questions advisors actually ask about calculator suites, pricing, embedding, and platforms.
The 2026 federal income tax brackets for married filing jointly, with marginal and effective rate calculations and the standard deduction.
Holistiplan reads tax returns and surfaces planning opportunities. AdvisorCal runs forward-looking tax calculators on your website. Here's how they fit together.
AdvisorCal and Money Tree solve different problems. Here's how to know which one (or both) you actually need in your advisor stack.
The best IRMAA calculator for advisors depends on whether you need it for client planning meetings or for capturing leads on your website. Here are the options.
The best Roth conversion calculator for an advisor depends on whether you need it for client meetings, website lead capture, or full multi-year tax modeling. Here are the top options.
CalcXML licenses calculators by category at $1,490 per category per year. Here's what each category includes and the real total cost.
A factual comparison of entry-level pricing for financial calculator platforms marketed to financial advisors: AdvisorCal, Dinkytown, and CalcXML.
Dinkytown's KJE Calculators are licensed per calculator as one-time purchases starting at $169.95. Here's how the pricing actually works in 2026.
A side-by-side comparison of Dinkytown, CalcXML, and AdvisorCal across pricing, billing model, lead capture, branding, and target customer.
How federal retirees should think about FEHB and Medicare at age 65 — the four main options, the trade-offs, and what most retirees miss.
Step-by-step explanation of the FERS pension formula, the 1% vs 1.1% multiplier, the high-3 average salary, and how to estimate your benefit.
Step-by-step guide to calculating your 2026 IRMAA bracket using 2024 MAGI, plus the official thresholds and how to plan around them.
Step-by-step guide to calculating your 2026 Required Minimum Distribution using the IRS Uniform Lifetime Table, with the new SECURE 2.0 ages.
Step-by-step guide to calculating the true tax cost of a Roth conversion, including federal, state, IRMAA, NIIT, and Social Security taxation effects.
Step-by-step guide to embedding a white-label financial calculator on a WordPress advisor website using an iframe, including how to make it mobile-responsive.
A step-by-step guide to embedding a retirement calculator on a financial advisor website, including iframe code, checklist, and platform options.
Money Tree Easy Money and Golden Years pricing for financial advisors in 2026, plus what you actually get and how it compares to alternatives.
Nitrogen (formerly Riskalyze) pricing tiers in 2026, what's included, and how it compares to other risk and proposal tools for advisors.
Step-by-step guide to calculating your Social Security break-even age between claiming early at 62, at full retirement age, and delaying to 70.
TSP to IRA rollover rules, the pros and cons of rolling out of the Thrift Savings Plan, and what most federal employees miss in the decision.