Free Plan
Build a complete, accurate plan — free
$0 USD / year
- Full federal & state tax modeling
- Pension & Social Security modeling
- Net worth, cash flow & tax charts
- Monte Carlo chance of success
- Cloud backup across your devices
Pricing
Start free. Upgrade to Plus to compare scenarios and unlock advanced planning.
Plus Plan
Compare scenarios and unlock advanced tax planning
$100 USD / year
- Everything in Free
- Multiple scenarios, compared side by side
- Scenario diff & alignment editor
- Multiple plans
- Roth conversion dashboard & smart bracket/IRMAA fills
- Advanced charts: IRMAA, ACA & withdrawal rate
- Share plans with others
Premium Plan
Personalized Research Reports tailored to your plan
- Everything in Plus
- 10+ reports per month
- Roth Conversion Optimization Report
- Social Security Optimization Report
- Retirement Spending Report
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