Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account.
Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy
Plan facts, refunds, and privacy
Agents provide AI-generated text assistance. They do not send messages, connect to your accounts, process uploaded files, or create finished media files.
Usage limits and service availability apply. Access does not promise unlimited use or guaranteed results.
Chat connection safeguard: 50 counted session openings per account, shared across Agents. The counter resets one hour after the last counted opening.
At the limit, another session opening is refused until the counter resets. An unsuccessful connection attempt can still count.
Opening a session is different from sending a message. This safeguard is not a message allowance. Usage and availability limits may also apply within a conversation.
The individual-Agent and all-Agent plans use the same account-wide connection safeguard. Opening an Agent chat requests a session; refreshing, opening another tab, or reconnecting can request another. Revising in an already connected conversation does not itself call this session-opening endpoint.
A refused opening does not add to the count or extend its reset. When the reset time is available, the workspace shows when to try opening the Agent again. The connection safeguard does not specify how many useful drafts or messages a subscription includes.
Manage future renewals in Account & Billing → Subscriptions. Cancellation and a refund are different actions.
Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply.
Your prompts and relevant context are sent to the enabled AI service to generate a response. Avoid confidential, regulated, highly sensitive, or unnecessary personal information. Retention and deletion depend on the service and provider; read the Privacy Policy before sharing work.
For billing or access help, email help@ai-gen.co. Include your account email, order number, Agent name, and a short description of the issue. Do not send passwords, payment-card details, or confidential prompts.
If a payment has already been taken but access is missing, review your existing order and contact support before buying again. Report duplicate charges or billing errors through the same route. Any remedy follows the billing policy and applicable law.
Use this planner when you’re weighing a Roth conversion and want scenarios to discuss with your tax professional. Compare conversion amounts or tax-year timing using your account balances, filing status, and estimated income. See how each scenario may affect taxable income under the assumptions you enter, then leave with a side-by-side comparison and questions for your tax meeting.
What it writes
Roth conversion amount comparison
Tax-year timing scenario table
Questions for your tax professional
How to use it
Include your filing status, tax year, estimated income, account types and balances, and the exact conversion amounts you’re weighing. Say if you want one year compared with spreading conversions over several years.
This workspace provides text assistance.
What you bring
Traditional IRA and workplace plan balances
Filing status and estimated annual income
Tax year and conversion amounts to compare
Choose the tax year for each scenario
A good fit for
Choosing a conversion amount before meeting your tax preparer
Comparing this year’s conversion with spreading it across tax years
Checking how a planned conversion fits your estimated income
Ways to start
A few requests this Agent can handle.
I file jointly, expect $145,000 of income this year, and have $420,000 in a traditional IRA. Compare converting $40,000 now with converting $20,000 over two years.
I’m 62, filing single, and expect $88,000 in income. Compare a $25,000 Roth conversion this year with waiting until next year, using a 5% annual income increase.
My spouse and I expect $180,000 of income and have $600,000 in traditional IRAs. Show conversion scenarios of $30,000, $50,000, and $70,000 for this tax year.
What this Agent does not do
It does not carry out actions in other applications.
People seeking a tax return or binding tax determination
Anyone expecting verified current tax rules or account access
Tax and investment decisions need professional review.
Calculations use only the tax assumptions and figures you enter
Cannot verify current tax rules or calculate your full tax return
Choose where you want to work
Ai-GEN Agents
Use a text workspace here on Ai-GEN with access to one selected Agent or the all-Agent plan. Review the Agent’s own offer and limits.
GPTs on ChatGPT
GPT links open on ChatGPT. OpenAI’s account, access, and usage requirements apply separately. An Ai-GEN purchase does not include a ChatGPT subscription.
Skills
Skills are coming soon and are not included in these Agent offers.
Before you subscribe
What am I buying?
Choose access to this named Agent or the all-Agent plan. The offers above show the current price, billing frequency, and exact scope. GPTs on ChatGPT and future Skills are separate.
What happens after payment?
Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account. Choose a starter task, add your inputs, and send your first request.
Can I cancel?
Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.
What if the response is not right for me?
Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy
Can I use the response in my work?
Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.
Can I paste work or client information?
Your request and relevant context are sent to the enabled AI service to generate a response. Use placeholders and share only the minimum information you have permission to send. Avoid confidential, regulated, highly sensitive, or unnecessary personal information; removing names alone does not make restricted material suitable. Review the Privacy Policy before sharing work
What if I have paid but cannot open the Agent?
Sign in with the account used for the purchase and review your existing order in Account & Billing. Contact support with your account email, order number, Agent name, and a short description of the issue before buying again. Do not send passwords, payment-card details, or confidential prompts. Contact support
