Free retirement and estate planning tools
Straight answers to the questions people actually ask: when can I retire, how much can I withdraw, what will inflation do, and is my estate in order. No sign-up, nothing stored.
Vista Score
A 2-minute retirement and estate readiness score with a full emailed report.
Open tool →Retirement Calculator
Find the earliest age your savings can support the life you want.
Open tool →Retirement Income Calculator
Turn a portfolio balance into a safe monthly income, before and after tax.
Open tool →Compound Growth Calculator
See how contributions and compounding split your future balance.
Open tool →Inflation Impact Calculator
Check what today's spending will actually cost you in retirement.
Open tool →Estate Readiness Checklist
Score your will, POAs, beneficiaries and heir instructions in minutes.
Open tool →How to use these tools
Start with the Vista Score for a full picture across retirement, income, tax, estate and protection. Then use the individual calculators to pressure-test a single assumption: your retirement date, the income a portfolio supports, the effect of compounding, what inflation does to spending, or whether your estate documents are current.
Every tool runs entirely in your browser. Nothing you type is sent to us or stored, other than an email address you deliberately submit to receive a report. See our privacy policy.
Trusted external resources
Primary sources worth bookmarking alongside anything you model here.
- Social Security Administration — benefit estimates
Official US benefit projections by claiming age.
- IRS — retirement plans
Contribution limits, RMD rules and account types.
- Investor.gov (SEC)
Independent investor education and calculators.
- FINRA BrokerCheck
Check the record of any adviser or firm before you hire them.
- CFPB — planning for retirement
Government guidance on drawdown, debt and later-life money decisions.
- SEBI Investor — India
Regulator-run investor education for Indian markets.
See where you stand — free
Get your Vista Score in a couple of minutes, then decide whether you want the full retirement and estate plan.
Wealth Vista is software, not a fiduciary. Professionals remain responsible for advice delivered to their clients; consumers should consult a certified professional before acting.