Calculator methodology

Financial Calculator publishes planning tools, not personal tax or investment advice. Each result depends on its inputs, data year and assumptions. Read those limits before using a result.

Check the source and the model

Calculator pages link to their sources and explain formulas. A page update is not proof that every underlying rule was reverified on that date. Official agency guidance takes priority if it conflicts with a result. Local taxes, exemptions, credits and special cases may be excluded.

US calculator methodology and source limits

Publisher, editorial policy and corrections