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IncomeWize
Retirement Planner
IW Planner
How it Works
Features
Cash Flow
See where each year's money comes from and where it goes.
Tax Planning
Roth conversions, withdrawal order, and every tax in every year.
Social Security
Check 700+ claiming strategies for the highest lifetime benefit.
Stress Testing
Run your plan through 1,000 simulated retirements.
Risk Radar
Rates the common risks in your plan Low, Moderate, or High.
Healthcare
Medicare premiums, IRMAA, HSAs, and long-term care.
What-If Explorer
Test a change next to your current plan.
All Features
Everything the planner does, on one page.
Tools
Cash Reserve Estimator
How much cash should I keep on hand?
Portfolio Rebalancing Calculator
What adjustments should I make?
Investment Fee Drag Calculator
What is my fund's fee really costing me?
RMD Calculator
How much do I need to take from my IRA?
Inherited IRA Calculator
Do I have to empty my inherited IRA?
All Tools
Every calculator, on one page.
Contact
We're listening
Questions? Ideas? We'd love to hear them.
Send a question, feedback, or a feature request. Every message is read by a real person.
Quick reply
A response usually comes within 24 hours.
Ideas welcome
Tell us what would make your plan easier.
Found a problem?
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