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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

Social Security Taxation

Evaluate how Social Security benefits are taxed to optimize your retirement income.

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

Defined Benefit Pensions

Helps users evaluate and plan retirement income with defined benefit pension schemes.

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

Income Buckets

Create and manage income buckets to organize your retirement income sources effectively.

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

Pension Buyouts

Evaluate and compare pension buyout options to optimize retirement income and risk management.

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

IRA Contribution Limits

Calculate and understand annual IRA contribution limits based on current tax rules and personal factors.

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

Retirement Savings Benchmarks

Compare your retirement savings against standard financial benchmarks for better planning.

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

IRA Rollovers

Assist in planning and executing IRA rollovers to optimize retirement savings.

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

Traditional 401(k)s

Helps you analyze and optimize contributions and withdrawals for Traditional 401(k) retirement accounts.

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

Roth Conversion Strategies

Assist in evaluating and planning effective Roth IRA conversion strategies.

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

Roth 401(k)s

Helps plan and optimize your Roth 401(k) retirement savings and tax strategies.

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

Backdoor Roth IRA

Helps plan and execute Backdoor Roth IRA strategies for higher income earners.

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

Employer Matching

Assist in understanding and optimizing employer matching contributions in 401(k) plans.

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

401(k) Rollovers

Helps you plan and execute 401(k) rollovers to optimize retirement savings and minimize taxes.

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

Traditional IRAs

Helps users evaluate and plan their investments in Traditional IRAs for retirement.

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

Roth IRAs

Helps you plan contributions and withdrawals for Roth IRAs to optimize retirement savings.

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

Pattern Day Trading Rules

Understand and apply U.S. Pattern Day Trading Rules to manage trading accounts effectively.

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

Catch-Up Contributions

Helps you strategize making catch-up contributions to retirement savings accounts effectively.

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

Day Trading Risk Controls

Tools and strategies to manage and limit losses in day trading activities.

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

Investor Sentiment Surveys

Analyze investor sentiment surveys to evaluate market mood and inform trading strategies.

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

Fear and Greed Indicators

Analyze market sentiment using fear and greed indicators to guide investment decisions.

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