Start with confidence
Understand your situation before deciding next steps.
$0 Always free- Anonymous 40-credit estimate
- Retirement and family benefit screening
- Medicare enrollment guidance
- Checklist and free overview PDF
CLEAR PRICING. NO PRESSURE.
Start free and plan as needed
Core tools are free in this first version. Future paid features will follow rule verification.
No checkout, automatic renewal or charges are enabled. Paid prices and benefits below are proposals, not services available for purchase.
Newcomer retirement roadmap
A fuller roadmap for a new chapter.
$9.99 Proposed one-time price- Credit and family benefit paths
- Personalized preparation timeline
- Basic Medicare planning
- Full automatically generated PDF
Comprehensive retirement tax report
Plan accounts, income and taxes together.
$19.99 Proposed one-time price- IRA / 401(k) withdrawal scenarios
- RMD and Roth conversion simulations
- Federal and applicable state tax projections
- Multi-year after-tax cash flow comparison
Keep planning as life changes
Room for your changing circumstances.
$39.99 Proposed price / membership year- Unlimited online scenario estimates
- Up to 12 full PDFs per membership year
- Choose when to use reports
- Plan versions, important tasks and rule reminders
Clarity includes transparency
Future report allowances are proposed per membership anniversary year. Online estimates would not consume PDF allowances. Before charging, renewal, cancellation, refunds, allowances and privacy terms will be specified. One-time purchases are intended to allow direct download without permanent financial-data storage.