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Early Access AI-GEN agents are experimental. Review important outputs before relying on them. Terms Support
Agents

Agent Index

Find the right agent for the job, then activate access when you are ready to use it.

Purpose-Built Agent

Powers of Attorney

Assist in creating and understanding powers of attorney documents for estate planning.

$5.99 / month Individual Agent subscription
  • Focused on this task
  • Works in your browser
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Purpose-Built Agent

Withholding Planning

Helps you plan and optimize your income tax withholding to avoid large payments or refunds.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Tax Filing Software

Helps users select and use software for efficient and accurate tax filing.

$5.99 / month Individual Agent subscription
  • Focused on this task
  • Works in your browser
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Purpose-Built Agent

Standard Deduction

Calculate and optimize your tax filing using the standard deduction.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Filing Deadlines

Helps users track and manage tax filing deadlines to ensure timely submissions.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Itemized Deductions

Help users identify and apply allowable itemized deductions on their tax returns.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Tax Document Checklists

Helps organize documents needed for accurate and efficient tax filing.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Business Deductions

Helps users identify and apply business deductions to optimize tax filings.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Tax Filing Help

Assist users in preparing and submitting their tax returns accurately and on time.

$5.99 / month Individual Agent subscription
  • Focused on this task
  • Works in your browser
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Purpose-Built Agent

Federal Income Tax

Calculate and understand your federal income tax obligations efficiently.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

State Income Tax

Calculate and understand your state income tax obligations effectively.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Beneficiary Designations

Helps users manage and update beneficiary designations for estate planning.

$5.99 / month Individual Agent subscription
  • Focused on this task
  • Works in your browser
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Purpose-Built Agent

Early Retirement Lifestyle Planning

Plan your lifestyle effectively to enjoy early retirement with financial and activity goals.

$5.99 / month Individual Agent subscription
  • Focused on this task
  • Works in your browser
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Purpose-Built Agent

Medicare Planning

Helps users evaluate and choose Medicare options to manage retirement healthcare costs effectively.

$5.99 / month Individual Agent subscription
  • Focused on this task
  • Works in your browser
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Purpose-Built Agent

Long-Term Care Costs

Estimate and manage expenses related to long-term care during retirement.

$5.99 / month Individual Agent subscription
  • Focused on this task
  • Works in your browser
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Purpose-Built Agent

Health Savings Accounts

Calculate, manage, and optimize your health savings account contributions and withdrawals effectively.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Out-of-Pocket Cost Forecasts

Forecast your future out-of-pocket healthcare expenses for informed retirement planning.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Early Retirement Planning

Helps you create and optimize plans to achieve retirement earlier than usual.

$5.99 / month Individual Agent subscription
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  • Works in your browser
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Purpose-Built Agent

Wills

Create, review, and understand wills to ensure proper estate distribution after death.

$5.99 / month Individual Agent subscription
  • Focused on this task
  • Works in your browser
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