Retirement Tax Studio

Retirement Tax Studio for advisors

A clearer client conversation, delivered the way your practice needs it.

Use a plain-English retirement-tax illustration with clients through a maintained hosted experience or a dedicated setup built around your firm.

Request a walkthroughCompare advisor optionsTry the live illustrationView sample reportOpen advisor command center

Choose the right fit

Hosted subscription or custom firm setup

Both options begin with the same client-friendly illustration. The difference is how much control, customization, and ongoing service your practice needs.

Fastest launchMonthly or annual

Hosted advisor subscription

Best for: advisors and firms that want a maintained experience without managing a separate deployment.

  • Use one maintained Retirement Tax Studio experience
  • Share a direct link or embed the calculator on your website
  • Add agreed firm branding and advisor calls to action during onboarding
  • Receive ongoing calculation, disclosure, and product updates

Subscription pricing is finalized with founding firms based on users, branding, and support.

Most controlOne-time setup

Custom firm deployment

Best for: firms that need a dedicated branded experience and a separately defined implementation.

  • Configure a dedicated firm-branded calculator deployment
  • Agree on disclosures, assumptions, and workflows before the build
  • Scope CRM, reporting, or lead-capture connections only if needed
  • Choose optional training, maintenance, and ongoing support

The setup fee, hosting responsibility, and optional maintenance are confirmed in writing before work begins.

A simple decision

Which option fits?

Choose hosted when…

You want the quickest launch, predictable ongoing updates, and minimal technical administration.

Choose custom when…

You need a dedicated firm experience, specialized workflow, or greater control over hosting and maintenance.

Available in the current illustration

Begin with what clients can use today.

  • Plain-English after-tax strategy comparison
  • Adjustable tax rate, growth rate, and ending age
  • Year-by-year balances and modeled tax totals
  • Print or save the current illustration as a PDF
  • Anonymous calculations that never create a lead

Scoped during an advisor pilot

Add only what your firm will use.

Firm branding, dedicated domains, one-click firm PDFs, saved reports, CRM integrations, and firm user accounts are not represented as live features until they are included in an agreed pilot scope. The Retirement Tax Studio walkthrough form is separate from the anonymous calculator.

Start with a walkthrough

Evaluate the conversation before choosing the package.

Run the live illustration, identify what your firm would actually use, and then choose the lightest option that supports your practice.

Request a walkthroughAdvisor loginOpen the calculatorReview the methodology