WealthPlanner is not the right tool if you want someone to manage your money, pick investments, prepare your tax return, sync your bank accounts automatically, or plan under a non-US tax system. It is also not a substitute for professional advice when a decision is large and hard to reverse.
Use something else if you want…
Investment picks or a managed portfolio. WealthPlanner does not recommend specific securities or manage accounts.
Automatic account syncing or expense tracking. Nothing connects to your bank or brokerage. You type in the figures you want to model.
A filed tax return or a binding tax answer. The calculators simplify tax law to explain a decision. A CPA or enrolled agent prepares returns.
Planning under another country's tax system. The tax calculations use US federal rules. Some tools cover Americans living abroad, but none model a foreign tax system for non-US taxpayers.
One integrated plan that models every account and goal together over decades. Each WealthPlanner calculator answers one question at a time.
A product comparison to buy from today. WealthPlanner does not rank or sell financial products.
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 →