Lab index
Quantitative laboratory
Available now
04 modules- L01 · Long-term Planningcalculator
401(k) Growth Calculator →
A 401(k) calculator that projects your balance to retirement and decomposes it into your contributions, the employer match, and compound growth.
- L02 · Long-term Planningcalculator
Roth vs Traditional: The Breakeven Tax Rate →
A Roth versus Traditional comparison that holds pre-tax salary constant, models what happens to the tax the deduction defers, and solves for the withdrawal tax rate at which the two routes are exactly equal.
- L03 · Long-term Planningcalculator
401(k) Loan Calculator: The Ceiling, the Payment, and the Real Cost →
Computes the statutory borrowing ceiling through all three of its regimes, the level repayment on a monthly or bi-weekly schedule, and the opportunity cost of taking the principal out of the market, including the loan rate at which that cost turns into a gain.
- L04 · Long-term Planningcalculator
401(k) Paycheck Impact: What a Deferral Really Costs Per Pay Period →
Shows what a 401(k) deferral does to one paycheck: the take-home cost of a pre-tax deferral against a Roth deferral at the same rate, the match earned per pay period, and the match a front-loaded schedule forgoes when the plan has no true-up.
In development
03 planned- L05Factor explorerFama–French factor exposure breakdown
- L06Retirement Monte CarloWithdrawal sequence risk, 10 000 paths
- L07Drawdown demonstratorWhy path matters more than CAGR
Educational purposes only. Not investment advice.