QuantCalc Retirement Engine
app.quantcalc/retirement-engineRetirement Monte Carlo with a tax-aware withdrawal-order and Roth-conversion recommendation.
Score: 100/100
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Tools · 11
Runs a Monte Carlo retirement projection on the QuantCalc engine and returns the success rate, the ending-portfolio distribution, and the assumptions that produced them. The result states the return m…
Runs the retirement projection with the household's accounts split by tax type and returns the withdrawal order and Roth-conversion programme the engine selected, its present-value advantage and range…
Runs the same plan against several published capital market assumption sets and returns the success rate and median outcome under each, showing how far the answer moves with the return forecast used. …
Returns the published capital market assumption sets the engine carries and which components each publisher provides (returns, volatilities, correlations).
Returns what the QuantCalc engine models and what it deliberately leaves out, including the tax provisions that are out of scope, and links to the published methodology.
Returns the 2026 or 2027 elective-deferral limit for a 401(k), 403(b), governmental 457(b), the TSP or a SIMPLE IRA at an age: the base limit, the age-50 and ages 60-63 catch-ups, the SIMPLE higher li…
Runs IRS Publication 590-A Worksheet 1-2 (the deductible part of a traditional IRA contribution when you or your spouse is covered by a plan at work) and Worksheet 2-2 (the reduced Roth IRA contributi…
Returns the 2026 or 2027 standard deduction piece by piece: the basic amount for the filing status, the additional amount for each person 65 or older or blind, a dependent's limit, and the rule that a…
Computes the required minimum distribution for 2026 or 2027 from the prior year-end balance and the age or birth year, on the IRS Uniform Lifetime Table, or the Joint and Last Survivor Table when the …
Returns the Medicare IRMAA tier a MAGI sets: the official 2026 tier (from 2024 MAGI) and the 2027 and 2028 tiers (from 2025 and 2026 MAGI) on the tables as QuantCalc projects them, labelled projected;…
Returns a household's 2027 ACA marketplace position from its state, the ages on the plan, household size and income: the county's benchmark (second-lowest-cost silver) premium from CMS's plan-year-202…
How to use
Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://mcp.quantcalc.app/mcp
Cursor or Cline: add to your MCP config:
{
"mcpServers": {
"quantcalc_retirement_engine": {
"url": "https://mcp.quantcalc.app/mcp",
"transport": "http"
}
}
}