Retirement Scorecards & Calculators
Free tools to help you understand your choices
Every tool below is educational — it gives you clarity, never a personal recommendation. Use them privately, at your own pace, in English or Vietnamese.
Retirement Readiness Scorecard
Ten quick questions across income, taxes, healthcare, and family protection. Get an easy score and one of four readiness levels.
Are You Ready to Retire? →Could a Roth Conversion Be Worth Discussing?
A short conversation tool to see whether this topic may be worth exploring. Never tells you to convert.
Explore the topic →Life Insurance Needs Calculator
Estimate an educational coverage range based on income, debts, and goals for your family.
Estimate a range →Retirement Living Expense Calculator
Add up your expected monthly and yearly retirement expenses and adjust them live.
Estimate expenses →More Retirement Tools
Explore your whole picture
Retirement Income Gap Calculator
See the gap between expenses and dependable income.
Social Security Readiness Quiz
How ready are you for claiming decisions?
401(k) Rollover Decision Checklist
What to review before you roll over.
Retirement Tax Risk Scorecard
Gauge your exposure to future taxes.
Extended Care Exposure Quiz
Your readiness for long-term care costs.
Small Business Retirement Plan Finder
Which plan fits your business?
Survivor Income Gap Calculator
Would the survivor have enough income?
Beneficiary Review Checklist
Are your beneficiaries up to date?