Product Docs
- FAQ
- Quick Start Guide
- Instructions
- Compliance Disclosure Document
- Release Notes
- Personal Use License Agreement
- Commercial License Agreement
- Extended Commercial License Agreement
Feature Guides
- How to Download your Digital Files
- Control Panel (see Instructions)
- Scenario Sets (in development)
- Main Worksheet (in development)
- FIRE – Financial Independence Retire Early
- Roth IRA Optimization
- Monte Carlo Simulation
- Tax Brackets Worksheet (see blog post)
- IRA Basis Worksheet (see blog post)
- IRMAA Worksheet (see blog post)
Blog Posts
- 2026
- Tabbed Control Panel
- Hidden Worksheets
- 2026 State Tax Brackets Now Available in the Roth IRA Conversion Optimizer
- Effortless Upgrades: How the 2026 Release Makes Year‑to‑Year Transitions Seamless
- Why the Monte Carlo Engine Matters: Bringing Real‑World Uncertainty Into Your Retirement Plan
- New FIRE Dashboard: Track Your Path to Lean, Standard, and Fat FIRE
- New Release: Early‑Withdrawal Modeling, 72(t), and Rule of 55
- Announcing the 2026 Release of the Roth IRA Conversion Optimizer
- Introducing the Commercial Versions of the Roth IRA Conversion Optimizer
- 2025
