Start free. Upgrade when you want more.
Base is free and ready today. Plus and Premium are coming soon. Join the launch list and we’ll let you know the day they open.
Base
Your complete retirement paycheck Blueprint.
- Complete retirement-paycheck Blueprint
- Federal tax + ACA / Medicare included in core math
- Liquidity / Income / Growth Engine sizing
- Print / Save Blueprint
Plus Coming soon
Everything in Base, plus:
- Year-by-Year planning detail
- Future purchases, windfalls & supported inherited accounts
- What-If Scenarios + comparisons
- Custom Reports + PDF / Excel export
Premium Coming soon
Everything in Plus, plus:
- Automated Roth conversion optimization
- Engine Investment Blueprint + specific investments
- Monthly Retirement Paycheck and BOSS Monthly Brief
- Ask the BOSS and the Annual Blueprint Review
Get notified when Plus and Premium open
One email on launch day. No spam, and your Base Blueprint stays free.
Every feature, side by side
Only features available today are listed. No proposed or future features are included.
| Feature | BaseFree | Plus$99 · $79/yr renewalComing soon | Premium$199 · $159/yr renewalComing soon |
|---|---|---|---|
| Your Blueprint | |||
| Complete retirement-paycheck Blueprint | ✓ | ✓ | ✓ |
| Federal tax + ACA / Medicare included in core math | ✓ | ✓ | ✓ |
| Liquidity / Income / Growth Engine sizing | ✓ | ✓ | ✓ |
| View Blueprint assumptions / methodology | ✓ | ✓ | ✓ |
| Print / Save Blueprint | ✓ | ✓ | ✓ |
| Plan and model it | |||
| Customize Advanced Assumptions | — | ✓ | ✓ |
| Future purchases, windfalls & supported inherited accounts | — | ✓ | ✓ |
| Year-by-Year planning detail | — | ✓ | ✓ |
| ACA annual detail + 398% MAGI guardrail | — | ✓ | ✓ |
| Model a Roth conversion amount you choose | — | ✓ | ✓ |
| Projected annual professional-management fees | — | ✓ | ✓ |
| What-If Scenarios + comparisons | — | ✓ | ✓ |
| Custom Reports + PDF / Excel export | — | ✓ | ✓ |
| Optimize and implement it | |||
| Automated Roth conversion optimization | — | — | ✓ |
| ACA funding-source / Bridge optimization | — | — | ✓ |
| IRMAA-aware Roth optimization | — | — | ✓ |
| Engine Investment Blueprint + specific investments | — | — | ✓ |
| Account-location implementation | — | — | ✓ |
| Individual account investment allocations + exact dollar targets | — | — | ✓ |
| Investment Research & Validation | — | — | ✓ |
| Lifetime professional-management fee analysis | — | — | ✓ |
| BOSS · What Goes in Each Account | — | — | ✓ |
| BOSS · How to Pay Yourself | — | — | ✓ |
| Monthly Retirement Paycheck | — | — | ✓ |
| BOSS Monthly Brief | — | — | ✓ |
| Ask the BOSS | — | — | ✓ |
| Annual Blueprint Review + refreshed next-year Blueprint | — | — | ✓ |
Retirement State Comparison Coming soon
Compare state-level retirement taxes, property costs and retirement rules. Included with Plus & Premium.
How the plans fit together: Base gets the household math right. Plus lets you inspect, model, compare scenarios and build reports. Premium adds Blueprint’s automated optimization, exact account-level implementation, Research, lifetime fee analysis, the Monthly Retirement Paycheck, BOSS Monthly Brief, Ask the BOSS, and the Annual Blueprint Review.
Wondering how Blueprint compares with other retirement tools? See the comparison →
Educational planning tools, not individualized investment, tax or legal advice.