Roth Conversion Analyzer
A Roth conversion could save you six figures in taxes. or cost you. See your numbers before you decide.
Lead capture calculators · embed on your site
30 calculators for your firm’s site.
Every calculator runs branded as Your Firm. Embed any one on your site with a single iframe tag, share the standalone link in email, or run it from your calculator hub at advisorcal.com/advisorcal-demo. Every lead form drops into the leads inbox.
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Calcs are published, but a few branding details would make them feel like yours.
- Fix brandingarrow_forwardBranding incomplete · 1 field missingWithout your logo, calcs render as a generic page. Set it once and every calc + the discovery + the client dashboard inherit it.
Published
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Every calc is live
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Branding
Your Firm
Tax
RMD Calculator
The IRS won't remind you. and the penalty is 25%. Project your Required Minimum Distributions now.
Tax Bracket Explorer
Most people misunderstand how brackets work. See exactly where every dollar of your income is taxed.
Estate & Gifting Planner
The $13.6M exemption sunsets soon. Model gifting strategies now before the window closes.
Medicare IRMAA Calculator
IRMAA surcharges can triple your Medicare premiums. Find out if your income puts you at risk.
Retirement Tax Calculator
Your tax-deferred savings have a hidden price tag. Uncover what your retirement will actually cost in taxes.
Inherited IRA Calculator
The SECURE Act changed everything. Model 10-year distribution strategies to minimize your tax hit.
Backdoor Roth Analyzer
High income? A backdoor Roth could be your best tax-free growth strategy. See if it works for you.
NUA Strategy Analyzer
Employer stock in your 401(k)? NUA could save you tens of thousands in taxes. Run the comparison.
Tax Rate Visualizer
Most people confuse marginal and effective rates. See exactly how your income flows through each bracket.
Tax Bracket Projection
Project your tax brackets into retirement and find the optimal years for Roth conversions and income planning.
Income
Social Security Optimizer
Claiming at the wrong age could cost you $100,000+. Find your optimal strategy in minutes.
Pension vs. Lump Sum Analyzer
This decision is irreversible and worth hundreds of thousands. Run the numbers before you choose.
Retirement
Retirement Readiness Score
Are you actually on track. or just hoping? Get your personalized readiness score in 60 seconds.
Savings Growth Projector
See how compound interest turns small, consistent contributions into serious wealth over time.
Inflation Impact Calculator
At 3% inflation, your purchasing power drops nearly in half over 20 years. See the real number you need.
Withdrawal Longevity Planner
Will your money outlast you. or will you outlast your money? Find your answer in under 2 minutes.
401(k) Maximizer
If you're not maxing out your 401(k), you could be leaving free money and tax savings on the table.
Save Now vs. Later Calculator
Waiting just 5 years to start saving could cost you six figures. See the real price of procrastination.
Life Expectancy Estimator
Every retirement plan hinges on one number: how long you'll live. Get a personalized estimate.
Insurance
Annuity Tax Efficiency Analyzer
Tax drag silently eats your returns every year. See how much tax-deferred growth could save you.
Federal
FERS Pension Estimator
Estimate your federal pension with High-3 projection, COLA adjustments, FERS Supplement, and survivor benefit options.
TSP Withdrawal Planner
Model your TSP accumulation and withdrawal strategy. see if your savings will last through retirement.
FEHB & Medicare Coordination
Compare FEHB-only vs. FEHB + Medicare to find the healthcare strategy that saves you the most in retirement.
Federal Benefits Gap Analysis
See if your federal benefits. pension, TSP, and Social Security. will cover your retirement income needs.
Federal Retirement Planner
Complete federal retirement planning. pension, TSP, healthcare, and gap analysis in one comprehensive tool.
Goals
College vs. Retirement Planner
Your kids can borrow for college. you can't borrow for retirement. See how to fund both.
Debt vs. Invest Calculator
Pay off debt or invest the difference? The math might surprise you. See the side-by-side comparison.
Gold Price Projection
Where is gold headed. and how does it stack up against the dollar's decline? See the projections.
Silver Price Projection
Silver is the most undervalued precious metal. Project future prices with live ratio analysis.
How embedding works
One iframe, fully branded.
Each calculator URL accepts your firm slug. the embedded page automatically picks up your colors, logo, and disclaimer. Lead capture is toggleable per calculator from the embed-code page. Lead form submissions land in your inbox + your CRM if connected.
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