Premium helps you save and compare decisions, export useful reports, see deeper projections, and understand your specific results in plain English.
Try Premium Free for 7 Days See What's IncludedPayment method required at checkout • No charge during the trial • Cancel anytime
Premium is for the point after a quick calculator answer—when you want to test a few paths, understand the trade-offs, and keep a record you can revisit.
Illustrative Premium report
✓ Example only—not a forecast. Save your own plan, compare another, and export the explanation.
Save as many scenarios as you need, subject to normal account and storage limits. Supported tools can also compare different strategies side-by-side.
On supported calculators, export clean reports or raw data: PDFs to share or print, and CSV files for your own spreadsheets.
See more of the picture on tools that support multi-year projection tables, interactive charts, and tax impact views.
Get AI-generated plain-language explanations of your specific results on supported calculators, with follow-up questions in the same window where available.
A cleaner experience with fewer upgrade prompts, plus support options for Premium members.
Supported calculators may include saved scenarios, comparisons, PDF or CSV export, charts, extended projections, and AI-generated explanations, depending on the tool. Includes estate and legacy planning tools, with Premium features available where supported.
Your RMD this year: $18,450
| Year | IRA Balance | RMD | Tax Impact |
|---|---|---|---|
| 2026 | $500,000 | $18,450 | $4,428 |
| 2027 | $515,200 | $19,415 | $4,660 |
| 2028 | $530,856 | $20,426 | $4,902 |
| ... | ... | ... | ... |
Plus: Example Premium features on supported tools may include comparisons, Save/Load, PDF reports, and CSV export.
Claiming at 67 gives you $2,400/month
| Claim Age | Monthly | Total by 80 | Break-Even |
|---|---|---|---|
| 62 (early) | $1,680 | $362,880 | N/A |
| 67 (FRA) | $2,400 | $374,400 | Age 74.2 |
| 70 (delayed) | $2,976 | $357,120 | Age 77.8 |
Plus: Interactive charts, spousal strategies, Save/Load/Compare, PDF, and CSV are available where supported.
Choose the plan that works for you
✓ 7-day free trial • Payment method required • All free calculators remain available. Premium adds extra features on supported tools.
On supported calculators, Premium members can click "Explain my results" to get a plain-language summary of your numbers. You can also type follow-up questions in the same window—for example, "What if I claimed at 70 instead?" Explanations are educational only, not personalized financial advice.
Absolutely. All free calculators remain available. Premium adds extra features on supported tools.
Manage or cancel your subscription through the account dashboard. Billing changes are handled securely through Stripe.
No problem! The free versions are always available and will continue to receive updates. Premium is entirely optional.
If you are not satisfied within 30 days of your first payment, contact support to request a refund.
Your saved scenarios are stored in your account database. Payment details are handled by Stripe and are never stored on this site. You can delete saved scenarios, and you can contact support for account or data deletion requests.
We accept all major credit cards through Stripe, our secure payment processor. Your card information never touches our servers.
Subscription changes are managed through Stripe from your account dashboard, where available.
After subscribing, simply log in to your account. Premium features will be unlocked on supported calculators and planning tools.
Payment method required • No charge during the 7-day trial • Cancel before the trial ends and pay nothing.
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