Estimates that explain
themselves
A Definitions block in every calculator explains each term in plain English, and a disclaimer states what the estimate is and isn't. You can edit, hide or extend both.
How do the calculators prevent clients misreading results?
Each calculator shows results as estimates, explains its key terms in a collapsible Definitions block, cites the year of the figures it uses, and carries a disclaimer describing what it leaves out. Firms can adapt the wording to their own compliance language.
Plain-English definitions
Terms like 'distribution period', 'provisional income' or 'net SE earnings' are defined right where the client sees them. Definitions are written to be accurate for the 2026 figures and to explain how the calculator uses each term.
- Collapsed, expanded or tabbed display
- Search when a calculator has many terms
- Hide or rewrite any definition
- Spanish translations included
Example: Distribution period
The divisor from the IRS table for your age; your RMD equals the prior year-end balance divided by it. It shrinks each year, so the RMD rises as a share of the account.
Disclaimers that say something specific
Generic boilerplate doesn't protect anyone. Each calculator's disclaimer names what it excludes: state tax, AMT, phase-outs, vesting, sequence of returns. You can replace it with your firm's own language.
For RIAs, the calculator pages explain methodology and assumptions, the disclosures the SEC Marketing Rule's treatment of interactive tools expects. For tax practitioners, the not-advice framing supports Circular 230 standards for your written replies.
Definitions and disclaimer questions
Can I edit the disclaimer?
Yes, per calculator.
Can I hide the Definitions block?
Yes, or choose collapsed, expanded or tab display.
Are definitions kept current?
They are reviewed with the annual figure update.
Do disclaimers satisfy the SEC Marketing Rule?
They support it, but your CCO must review your full presentation.
Should I still add my own disclaimer?
Many firms add a firm-specific line; it's your choice.
Are definitions in Spanish?
Yes.
Do definitions cite sources?
Figures cite year and source; full sources are on the figures page.
Can clients search definitions?
Yes, when a calculator has more than a handful of terms.
No question matches that filter. Clear it to see them all, search the whole site, or ask us directly; we reply within one business day.
Next entry
Fewer misread estimates, fewer awkward calls
Embed calculators that explain their own terms and limits.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.