Compare Strategies

Sequential, proportional, Roth bracket-fill, Guyton-Klinger guardrails, VPW — save a snapshot for each, then compare them side by side on the same plan. Lifetime tax, legacy, and the change versus your current plan, all in one table.

• Save up to ten snapshots — different strategies, bracket targets, retirement dates, or market assumptions.
• Compare lifetime tax, legacy, and the change versus your current plan in one table.
• Expand any scenario to see the full plan behind it: household, assumptions, accounts, incomes, and expenses.
• Understand the trade-offs before you commit to one.

Every scenario side by side

Snapshots line up in a single table: strategy, lifetime tax, legacy, and the change versus your current plan in both taxes and legacy. Green means cheaper, red means more expensive — and expanding a row shows exactly what went into it.

Know what each scenario assumes

Every saved scenario carries its own plan: filing status and persons, withdrawal strategy, return and inflation assumptions, account balances and holdings, Social Security start ages, and spending by category. Expanding a row reveals all of it, so two scenarios are never compared on hidden assumptions.