Calculators for families with real complexity
Five free calculators, each a small slice of what WealthCEO runs across your whole household. They work in your browser: nothing you type is stored or sent.
Financial Independence calculatorHow much of your lifestyle your passive income already pays for, and the year it pays for all of it.Coverage and your FI DateOpen the calculatorNet worth across entitiesList your trusts, LLCs and partnerships at their percentages and see your net worth at your share, with the ownership map.Net worth at your share and an ownership mapOpen the calculatorRental DSCR and refinance calculatorThe debt service coverage ratio a lender will test on your property, how much room you have, and what a refinance could support.DSCR, headroom and refinance roomOpen the calculatorEstimated tax safe harbor calculatorThe federal estimated payments that keep you clear of an underpayment penalty, using the 100% and 110% prior-year rules.Required payments and four installmentsOpen the calculatorEstate tax exposure calculatorYour estate against the federal exclusion, today and years from now, for a single person or a married couple.Exposure today and in the years aheadOpen the calculator
- Everything is computed on your device. We don’t store, send or measure what you type.
- Educational, not advice. These tools use simplified models; take decisions to your CPA, attorney or adviser.
Run the math across your whole household
Each tool is one calculation. WealthCEO runs them all, every month, on one ledger, with every figure traced to its source.