Financial Planning Calculators
IUL Retirement Calculator
Calculate your tax-free retirement income potential with a Maximum Funded IUL policy
- Estimate tax-free retirement income
- Compare to 401(k) and Roth IRA
- See compound growth over time
- Calculate death benefit protection
- Factor in 0% floor protection
Annuity Income Calculator
Estimate guaranteed monthly income from immediate and deferred annuities
- Calculate monthly annuity payments
- Compare immediate vs. deferred
- Factor in age and gender
- Estimate lifetime income
- See accumulation period growth
Tax Savings Calculator
Calculate how much you'll save with tax-free IUL vs. taxable retirement accounts
- Compare IUL vs. 401(k) taxes
- Calculate lifetime tax savings
- Factor in RMD taxation
- Include state income taxes
- See Medicare IRMAA impact
Retirement Comparison Tool
Side-by-side comparison of IUL, 401(k), Roth IRA, and other retirement strategies
- Compare 4+ retirement options
- See after-tax income differences
- Calculate total fees and costs
- Factor in tax advantages
- Compare death benefits
Why Use Our Calculators?
Our free financial calculators are designed to help you make informed decisions about your retirement planning. Each tool uses industry-standard calculations and realistic assumptions to provide accurate projections.
Important: These calculators provide estimates based on the inputs you provide. Actual results will vary based on policy performance, market conditions, and individual circumstances. Always consult with a licensed financial advisor before making investment decisions.
Want a Personalized Analysis?
While our calculators provide great estimates, nothing beats a customized illustration based on your specific situation, health, and goals.
Get Custom IllustrationFree consultation with licensed advisors. No pressure, just honest analysis.