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Enter your retirement planning details

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Personal
Portfolio
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Returns & Inflation
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Retirement Income
Social Security Monthly benefit · select claiming age
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Annual benefit: $24,000 · Claiming at age 67
These are illustrative estimates. Replace them with your actual benefit from SSA.gov or your Social Security statement.
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Current Tax Situation i
State income tax rates are flat-rate estimates — a reasonable ballpark for retirement planning, but not a full bracket-based calculation. Your actual rate may differ based on your income, deductions, and local taxes. Some states also exempt certain retirement income. For precision, check with a tax professional or your state's tax authority.
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Spending Model

Portfolio Projection

Year-by-year retirement trajectory

Peak Portfolio
Plan Success
Balance at Retirement
Final Balance
YearAge Start BalanceContributionsDistributions SS IncomeTotal Income Taxes Owed End BalanceGrowth %Growth $

Tax Strategy

Marginal rates, Social Security taxation, and IRMAA analysis

Current Tax Bracket
Est. Retirement Bracket
SS Taxable Portion
IRMAA Exposure
State Tax Rate

Federal Tax Brackets (2024)

RateMarriedSingleYour Status

Social Security Taxation Thresholds

IRMAA Medicare Surcharge Tiers (2024)

IRMAA is based on MAGI from 2 years prior. Plan your Roth conversions to avoid unexpected surcharges.

MAGI Threshold (MFJ)MAGI Threshold (Single)Part B Monthly PremiumPart D SurchargeAnnual Extra Cost

Projected Tax Burden Over Time

Roth Conversion Optimizer

Find your optimal conversion strategy before RMDs force higher taxes

Optimal Annual Conversion
Est. Lifetime Tax Savings
Breakeven Age
Projected Roth at 90

Tax Valley Analysis

The "tax valley" is the gap between retirement and RMD age when income is low — the best window to convert at lower rates.

Conversion Scenario Comparison

RMD Projections

Required Minimum Distributions start at age 73. Without conversions, large RMDs can push you into higher brackets.

AgeTrad Balance (No Conv.)RMD AmountTrad Balance (With Conv.)RMD AmountTax Savings

Monte Carlo Analysis

Probability-based outcomes across thousands of market scenarios

Success Rate i
Median Final Balance i
10th Percentile i
90th Percentile i

Scenario Analysis

Compare different retirement strategies side by side

Define Scenarios

ScenarioRetirement BalanceFinal Balance Success RatePeak BalanceTotal Tax Paid

Terms of Use

Please read before relying on AntWings for planning decisions

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Your Data Stays With You

AntWings runs entirely in your browser. Every number you enter — account balances, income, spending goals, Social Security estimates — lives only on your device in your browser's local storage. Nothing is ever transmitted to or stored on external servers. We do not collect, track, analyze, or share your information in any form. Your financial details are yours alone.

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Not Financial or Tax Advice

AntWings is an educational planning tool, not a licensed financial advisor, investment advisor, or tax professional. The projections, estimates, tax calculations, and Monte Carlo simulations it produces are illustrative only. They are designed to help you think through your retirement picture — not to serve as a substitute for personalized guidance from a qualified financial planner, CPA, or tax attorney. Laws change, markets change, and your personal situation is unique. Always consult a licensed professional before making financial or tax decisions.

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Use It as a Starting Point

Retirement planning involves many variables — market returns, inflation, tax law, health, longevity — that are uncertain and change over time. Think of AntWings as a compass: it can point you in a useful direction, but real-world results will differ from any projection. Scenarios and simulations shown in this app should inform your thinking, not dictate your decisions.

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No Warranty

AntWings is provided "as is" and "as available" without warranty of any kind, express or implied. We make no representations or guarantees regarding the accuracy, completeness, reliability, or fitness of the calculations and projections for any particular purpose. The tool is in active development (beta) and may contain errors or produce unexpected results. We do not warrant that the app will be uninterrupted, error-free, or free of bugs.

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Limitation of Liability

To the fullest extent permitted by applicable law, the creators and contributors of AntWings shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of — or inability to use — this tool. This includes, without limitation, any financial decisions made in reliance on projections or estimates generated by AntWings, any loss of data, or any errors in calculations. You use AntWings entirely at your own risk.

Acceptance of These Terms

By using AntWings, you acknowledge that you have read and understood these terms and agree to be bound by them. If you do not agree, please discontinue use of the application. These terms may be updated from time to time; continued use constitutes acceptance of any changes.

Effective date: February 2026  ·  AntWings Beta