WealthPlanner is for people in the US, and Americans living abroad, who want a specific number for a specific money decision: when they can retire, when to claim Social Security, how much an RMD or Roth conversion will cost in tax, what a non-resident heir pays on an inherited IRA, or how a move abroad changes the plan.
Two groups the site is built for
People making a money decision. Each calculator answers one question, from retirement timing and Social Security claiming to RMDs, Roth conversions, inherited IRAs for non-resident heirs, federal pensions and moving abroad.
Fee-only advisory firms. The advisor directory, which is not open yet, lists firms from SEC public records. Firms can claim their profile for free.
This page is for educational purposes only and does not constitute financial advice. It is general information, not a recommendation for your situation. Consult a licensed financial advisor, tax professional, or attorney before acting on it. Full disclaimer →