Now in early access

Know exactly when you can retire — and how much you can spend.

ModernRetire runs 10,000 market simulations, optimizes your Roth conversions, and adjusts your spending automatically — so your plan holds up in any economy.

Built because spreadsheets break, FIREcalc is stuck in 2005, and most tools make you feel like you need a CFP just to run a what-if.

10,000+

simulations per plan

50 states

full state tax modeling

Roth + IRMAA

conversion & Medicare modeling

Free forever

core plan, no credit card

Monte Carlo

See every outcome before you retire

Run thousands of market simulations and view success probability, failure ages, and percentile bands — the same fan-chart view advisors use, built into your plan.

Read: How Monte Carlo Works →
ModernRetire Monte Carlo fan chart and success probability

Tax Optimization

Find your ideal Roth conversion window

Model multi-state tax scenarios side by side, bracket-fill conversions, and IRMAA cliffs — then minimize lifetime tax without guessing.

Read: Roth Conversion Ladders →
ModernRetire Roth conversion optimizer

Scenario Compare

Test every what-if in seconds

Save up to five plans and compare retire age, spending, taxes, and Roth conversions side by side — pin a reference column while you scroll.

Read: Retire at 60 vs. 65 →
ModernRetire scenario comparison table

Your Complete Retirement Toolkit

Dynamic Spending

See exactly how much you can spend each year — even if markets crash. Guardrails adjust withdrawals automatically so you never run out.

Read: Dynamic Spending & Guardrails →

IRMAA Planning

Spot when Roth conversions or RMDs trigger Medicare surcharges. Model IRMAA cliffs before a single dollar of income pushes you into a higher bracket.

Read: IRMAA Planning →

Social Security

Compare claiming at 62, 67, or 70 and see lifetime benefits — plus how timing shifts your plan's success probability.

Read: Social Security Optimization →

Withdrawal Order

Know which accounts to tap first — taxable, traditional, or Roth — to stretch your portfolio and cut lifetime taxes without guesswork.

Read: Withdrawal Order Strategy →

How It Works

01

Step 01

Connect Your Numbers

Enter your accounts, income, and expected expenses. Takes about 5 minutes.

02

Step 02

Run Your Scenarios

ModernRetire simulates thousands of market conditions and generates your personalized retirement roadmap.

03

Step 03

Optimize and Monitor

Adjust spending, Roth conversions, and withdrawal strategies — and watch your success probability update in real time.

Learn Center

Free retirement planning guides — from foundations to advanced strategy.

Sharpen your plan before you open the app — clear, practical lessons you can read in one sitting. No account, no paywall.

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Early access pricing locks in at $89/year — increases to $129/year at public launch.

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