Free Calculators & Tax Guides
Free interactive calculators and step-by-step guides for the biggest US tax decisions — each one paired with a real-world example, FAQs, and the current 2026 numbers you need.
All guides
401(k) Rollover After Layoff
Rolling 401(k) to Traditional IRA is the typical setup for a conversion ladder.
401(k) Rollover After Layoff
Decision framework for the retirement account portion.
QSBS Section 1202 Exclusion
Section 1202 is the parallel exclusion for qualified small-business stock.
QSBS Section 1202 Exclusion
Founder-equity exclusion that interacts with step-up at death.
Roth Conversion Ladder
Crypto investors with retirement balances often coordinate both strategies.
Roth Conversion Ladder
Solo 401(k) Roth conversions and the conversion-ladder strategy.
Severance Package Tax Strategy
Lump-sum vs salary-continuation tax modeling.
Severance Package Tax Strategy
RSU treatment at termination interacts with severance planning.
Step-Up Basis Inherited Stock
Estate-planning context for divorced spouses updating beneficiaries.
Step-Up Basis on Inherited Stock
How basis step-up at death interacts with QSBS-eligible holdings.