$12,400
Avg annual tax savings
+18%
Improved income longevity
3x
Scenarios compared
Compare withdrawal scenarios instantly
Generate multiple personalized plans and see projected after-tax outcomes side-by-side.
Recommended

Tax-aware dynamic withdrawals

Combines RMD timing, Roth conversions, and Social Security timing for balanced tax efficiency and cash flow.

$48,200 / yr
Projected +$14,800 vs baseline
Conservative

Lower-risk withdrawals

Prioritizes stability with smaller annual draws to extend portfolio longevity.

$41,500 / yr
Lower short-term taxes
Aggressive

Front-loaded Roth conversions

Large early conversions reduce long-term taxable RMDs but increase near-term tax burden.

$36,700 / yr
Projected -$9,400 vs recommended
Features
Built for financial advisors and DIY planners alike.
🧠

AI-driven modeling

Tax-aware optimizers deliver evidence-based recommendations across all account types.

🔁

Scenario comparison

Compare multiple withdrawal strategies side-by-side with clear after-tax projections.

🔒

Secure & private

Data-first design with encryption and exportable PDF reports for client records.

⚙️

Custom rules

Adjust assumptions like tax brackets, state rates, and growth rates to match preferences.

Pricing
Simple plans for advisors and individuals.
Starter
Individual
$9/mo
Personal retirement tax planning.
  • 3 scenarios per session
  • PDF export
  • All 50 state taxes
  • Email support
Best value
Advisor
$49/mo
Manage scenarios for all your clients.
  • Unlimited clients
  • Client dashboard
  • Save & load sessions
  • Priority support
Pro
Enterprise
Custom
Advanced integrations and SLAs.
  • API access
  • Custom branding
  • Dedicated support