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Toolkit

NorthStar Toolkit V4 calculators extracted for advisor education. Open any tool below or use the Toolkit menu.

Financial Planning

Comprehensive Financial Planning ReportNorthStar HTML tool

Risk Diversification

Structured vs Stock/Bond ComparisonNorthStar HTML tool

Tax Planning

2026 Federal & State Tax EstimatorFinEdu v1 integrated calculatorTaxable vs Tax-Deferred vs Tax-FreeNorthStar HTML toolReal Estate Sale TaxFinEdu v1 integrated calculatorAMT & Capital Gains PlanningNorthStar HTML tool

Indexed Universal Life

Nationwide IUL Cost AnalysisFinEdu v1 integrated calculator

Annuity

Guaranteed Income Annuity IRRNorthStar HTML toolAthene Agility Annuity CalculatorNorthStar HTML toolAllianz ABC+ Annuity CalculatorNorthStar HTML tool3-Annuity Income ComparisonNorthStar HTML tool

Business Retirement

Owner-Only Retirement Plan ComparisonNorthStar HTML tool401(k) + Profit SharingFinEdu v1 integrated calculator401(k) + PS + Cash BalanceFinEdu v1 integrated calculator

Productivity

Note TakerFinEdu native app