All calculatorsRetirement Income & Tax Planning

Retirement Income & Tax Planning

Tax planning calculators for retirement including capital gains, tax-loss harvesting, IRMAA, Medicare surcharges, charitable giving strategies, and tax diversification tools.

2 active calculators

All Retirement Income & Tax Planning

Capital gains tax in retirement calculator
Tax-loss harvesting calculatorComing soon
Qualified dividend tax calculator (retirement)Coming soon
Retirement tax diversification calculatorComing soon
Net unrealized appreciation (NUA) calculatorComing soon
Provisional income calculatorComing soon
IRMAA Medicare surcharge calculatorComing soon
IRMAA income bracket calculatorComing soon
Medicare Part B premium calculatorComing soon
Medicare Part D premium calculatorComing soon
Estimated tax payment calculator (retirees)Coming soon
Charitable remainder trust calculator
Qualified charitable distribution (QCD) calculatorComing soon
Donor-advised fund tax calculatorComing soon

Related Calculator Categories

Retirement Planning Tools

29 calculators

Withdrawal & Income Tools

17 calculators

401(k), 403(b), 457, TSP Tools

32 calculators

IRA & Roth Tools

29 calculators

RMD & Inherited IRA Tools

12 calculators

Social Security Tools

18 calculators

Pension & Annuity Tools

32 calculators

Government, Military & Public-Sector Tools

24 calculators

State, Teacher, Union & Employer-Specific Niches

24 calculators

Healthcare & Long-Term Care

3 calculators

Estate Planning & Wealth Transfer

3 calculators

Social Security (Advanced)

0 calculators

Housing & Real Estate in Retirement

2 calculators

Debt & Pre-Retirement

3 calculators

Investment & Withdrawal Strategies

6 calculators

FIRE Variations

1 calculators

Specific Employer / Union Pensions

4 calculators

Lifestyle & Budgeting

0 calculators

Life Events & Timing

2 calculators

Business Owners

2 calculators

International & Expat

2 calculators

Miscellaneous Tools

2 calculators

Medicare & Insurance

0 calculators

Dental, Vision & Hearing

0 calculators

Prescription & Medication

1 calculators

Long-Term Care (Advanced)

2 calculators

Medical Procedures & Conditions

4 calculators

Health Savings & Planning

0 calculators

Wellness & Preventive

2 calculators

Disability & Special Needs

2 calculators

Caregiver Planning

6 calculators

End of Life Planning

2 calculators

Education & Family Legacy

3 calculators

Insurance (Non-Health)

2 calculators

Legal & Administrative

1 calculators

Technology & Digital

2 calculators

Transportation

5 calculators

Alternative Retirement Lifestyles

1 calculators

Real Estate (Advanced)

2 calculators

Specific Professions

3 calculators

Women & Demographic-Specific

1 calculators

Seasonal & Recurring Expenses

4 calculators

Social & Community

3 calculators

Recession & Risk Planning

3 calculators

More International Destinations

4 calculators

Start with the flagship tool

Need a complete retirement plan?

Use the retirement budget calculator to combine savings, income, expenses, taxes, and withdrawal strategies in one place.

Try the full budget calculator