A deterministic, year by year ledger: income tax, AMT, IRMAA, NIIT, Social Security, RMDs, Roth conversions, step up basis, gifting, trusts, and estate tax. Same inputs, same numbers, every run. Trace any year in the cash flow ledger, follow the plan across a decade timeline, and watch allocation drift against targets, all off the same ledger.
every state + DC
13 estate tax states
cash flow · timeline · allocation
AMT · IRMAA · NIIT
Build a plan on the call
Bring a real client. We’ll build their plan on the call.
A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints. Redact the names if you like; the plan builds the same. The data goes in fast and we plan in front of you.
