Investor Plus
The full analysis platform with your tax return prepared and filed. Coming soon — tell us you’re interested and we’ll let you know when it’s available.
Coming soon. Leave your name and email and we’ll let you know the moment it opens — no charge, no commitment.
Investor Plus interest listThe full lineup — services marked “coming soon” launch with the package or join it at no extra cost.
Looks inside your funds at what they actually hold — overlap, fees, which account each holding belongs in, and what the gap costs you.
Multi-year modeling of whether converting traditional IRA/401(k) to Roth makes financial sense.
Structured second-opinion review of your filed tax return to surface potentially missed deductions and credits.
Multi-decade withdrawal sequencing with tax-efficient distribution and Monte Carlo longevity analysis.
Claiming-age scenario comparison with lifetime-benefit projections and spousal coordination modeling.
An account-by-account audit of who actually receives what you own — and what the court process, taxes and paperwork gaps would cost your family.
Calculates whether you're over- or under-covered across life, disability, umbrella, and property insurance — needs-gap only, no carrier or product naming.
Side-by-side payoff comparison of avalanche, snowball, and hybrid approaches tailored to your debt schedule.
Upload your tax documents and get an interactive federal tax model — instantly. Adjust any lever and see your estimated tax liability update in real time.
Enter a US home address and get a full investment underwrite — fair value, rental returns, the risks that matter, and a Pass / Watch / Pursue verdict.
A year-by-year Medicare IRMAA projection mapped to your income plan, a Medigap-vs-Medicare-Advantage recommendation for your situation, and an enrollment deadline calendar.
A per-account, per-year RMD schedule using the correct IRS tables, your income stack mapped to tax brackets and Medicare IRMAA tiers, and the QCD strategy that can turn charitable giving into premium savings.
A structured 30/60/90-day financial reset for widowhood or gray divorce — the decisions with permanent consequences handled first, with deadlines computed from your actual dates.
All Investor services included — equity compensation, real estate, business & entity, and the full 55+ retirement set.
Return preparation and filing built for investors — the kind of return with K-1s, rentals, and multi-state complexity.
Leave your name and email and we’ll tell you the moment Investor Plus opens.
Coming soon
Coming soon. Leave your name and email and we’ll let you know the moment it opens — no charge, no commitment.
Investor Plus interest list