Planning Tools
Tools for decisions that need structure.
Use planning tools to organize key questions, test assumptions, and prepare for more useful advisory conversations.
Available Tools
Focused on retirement tools.
Showing 6 of 14
Tax Planning
Roth IRA Conversion Calculator
Compare converting IRA dollars to Roth today with keeping them traditional, using your tax picture, time horizon, and payment source.
Tax Planning
Roth vs. Traditional IRA Calculator
Compare Roth and Traditional IRA contribution paths using your income, eligibility details, savings amount, tax rates, and time horizon.
Retirement
RMD Calculator
Estimate the required minimum distribution for the current tax year, see what remains to withdraw, and review the deadline and table assumptions behind the estimate.
Retirement
Retirement Savings Calculator
Compare your current retirement savings path with a target balance, using your income need, time horizon, contributions, and return assumptions.
Retirement
Retirement Plan Stress Test
Pressure-test a retirement plan across income floor, withdrawal pressure, cash reserve, tax timing, healthcare, long-term care, survivor exposure, and payout terms.
Retirement
Social Security Claiming Worksheet
Sort whether the next Social Security review should focus on pulling the real estimate, claiming sooner, waiting longer, coordinating spouse or survivor effects, checking work rules, or slowing down before filing.
PeakStone tools are educational resources designed to bring structure to planning questions. They do not provide personalized investment, tax, legal, insurance, or advisory advice.
Bring the next question into focus.
If a tool surfaces a planning question worth discussing, PeakStone can help evaluate the decision in the context of your broader financial life.