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AI Retirement Income Planner v7 dashboard

Planner v7

The complete AI Retirement Income Planner.

  • Five‑phase month‑by‑month engine
  • AI chat & verifiable proposals
  • Tax, Social Security & healthcare modeling
  • Monte Carlo, stress test & optimizers
  • Multi‑currency & expat support
$37.49 $79.99 Save 53%

Instant download · Runs in your browser

Roth Conversion Optimizer

Roth Conversion Optimizer

A step‑by‑step tool to minimise your lifetime tax burden.

  • Five conversion strategies, one clear winner
  • Tax‑torpedo & IRMAA thermometer visuals
  • Year‑by‑year conversion calendar
  • AI‑powered tax‑rate updater
  • Exports into the Retirement Income Planner
$2.99 $5.99

Also included in the bundle above

Earlier versions of the retirement planner
Budget‑friendly

Earlier versions (v1–v5)

Prefer to start small? Earlier editions of the planner remain available in the shop — a great way to get familiar with the approach before upgrading.

from $4.99to $9.99
Browse the shop
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What’s included

Capability Planner v7 Bundle Roth Optimizer
Five‑phase income & withdrawal engine
AI co‑pilot & verifiable proposals
Tax, Social Security & healthcare modeling
Monte Carlo, stress test & optimizers
Dedicated Roth conversion optimizer
Lifetime tax minimisation & IRMAA guardrails
Price$37.49$39.99$2.99

Sale prices shown. Final prices and any current promotions are confirmed on Etsy at checkout.

With every purchase

What you can count on

Instant download

Delivered immediately on Etsy — no waiting, no shipping.

Yours to keep

One‑time purchase. No subscription and nothing to renew.

Private by design

Runs locally; your data never leaves your computer.

Portable files

Export to PDF or JSON to back up, share, or move forward.

Ready when you are

Start planning with confidence today.