Set up your plan
Household, people, money in and out — saved privately in this browser.
Household
Your filing status decides tax brackets, the standard deduction, Social Security rules, and what happens to taxes after a spouse dies.
Uses the official IRS brackets for 2024–2026, then grows them with your inflation assumption.
Enable if you buy marketplace coverage before Medicare. Enter each person's benchmark silver premium below (Persons step). Find your ZIP's benchmark at healthcare.gov. For privacy, we never look up premiums — you enter them.
Import Data loads a previously exported file, validates it, and fills this wizard with your plan — household, persons, accounts, incomes, expenses, assumptions, milestones, and your saved comparison scenarios. Files carry a version number, so exports from older app versions are upgraded automatically on import. Everything stays on this device — nothing is sent to a server.
Your plan is saved privately in this browser. Next: Dashboard projection • Compare