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Calculators

Bring highly interactive calculators to your site

Our suite of calculators let you offer targeted, custom calculations that lead to insights, increased financial IQ, and conversions.

Embed exploration to boost engagement

Our calculators are designed to be folded into your website seamlessly. Let people play with information and bring financial concepts to life in a way that is tailored to them.
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Easy integration

With just a few lines of code you can embed our calculators into your website.
Want something a little more tailored to your business? We can help with that too. Or build your own with our APIs.

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Generate leads

Any of our calculators can be customized so that they generate leads for your business.

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Our Calculators

Retirement Calculator

Calculate when you can retire, projected net worth, how much money you'll need at retirement, and your projected retirement income.

Annuity Calculator

Calculate your potential monthly annuity payments, annuity lifetime value, plus see how they'll be impacted by inflation and annuity type.

Roth Conversion Calculator

Calculate current year Roth conversion strategies. Decide between converting up to a selected tax bracket, an IRMAA tier or a set conversion amount.

Use our calculators, or let us build you one.

Our team loves seeing our calculators in the wild and building new ones. Have an idea? Let's talk.

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Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.