Plan your trust fund's sustainable distributions with our intuitive calculator. Using the industry-standard 4% safe withdrawal rate, determine the optimal annual distribution amount to maintain your wealth in perpetuity. Perfect for estate planning, wealth management, and long-term financial security.
Our Time-Weighted Return Calculator helps investors accurately measure portfolio performance by eliminating cash flow timing distortions. Enter your period returns to calculate TWR using geometric linking method, ideal for comparing investment manager performance and long-term portfolio analysis.
Make informed venture capital investment decisions with our MOIC Calculator. This tool helps investors project potential returns by analyzing exit valuations, post-money valuations, and ownership percentages, providing clear insights into investment multiples and potential outcomes.
Use our professional-grade term life insurance premium calculator to get an instant estimate of your monthly premiums. Based on actuarial data and SOA mortality tables, this tool provides accurate estimates by considering your coverage amount, age, and health status. Perfect for initial insurance planning and budgeting.
Maximize your investment strategy with our Tax Loss Harvesting Calculator. This powerful tool helps investors identify opportunities to reduce tax liability through strategic loss harvesting while ensuring wash sale rule compliance. Input your portfolio details, tax rate, and investment preferences to receive customized recommendations for optimizing your tax position.
Use our Sustainable Growth Rate Calculator to determine your company's maximum achievable growth rate without external financing. Simply input your Return on Equity (ROE) and Dividend Payout Ratio to calculate the sustainable growth rate using the Higgins model.
Transform your investment strategy with our comprehensive ESG screening tool. Calculate weighted environmental, social, and governance scores while excluding controversial sectors. Perfect for investors seeking to align their portfolios with sustainable and ethical principles.
A powerful calculator utilizing the Black-Scholes model to determine the fair value of employee stock options (ISOs and NSOs). Features include AMT considerations for ISOs, risk-adjusted valuations, and clear result presentation for better decision-making in equity compensation.
Use our free 1031 Exchange Calculator to estimate your potential tax savings when conducting a like-kind exchange. This tool helps real estate investors calculate deferred taxes while considering sale price, adjusted basis, tax rate, and boot received. Includes important 45-day identification and 180-day closing deadline reminders.
