Your inputs
Amounts, time horizons, rates, and objectives are scenario assumptions—not facts we infer about you.
Calculation integrity
Trust the assumptions you can inspect.
A planning tool should make uncertainty easier to see. WealthPlannerPro separates the values you enter, the published rules used by the calculator, the formula, and the result.
Sourced rules
Tax thresholds and published rates live in a separate registry with a source, effective date, and recorded source date.
Visible formulas
Each calculator uses a narrow model designed to answer one planning question and state what it leaves out.
Educational output
Results are illustrations for a better conversation. They do not select a product or recommend an action.
Assumptions stay visible
When an IRS value drives a result, its effective date and source appear beside the calculation.
Changes are not automatic
Published rules are part of a site release. A source-page change cannot silently alter a live calculator.
Advice has a boundary
Outputs remain educational until facts, eligibility, documents, state law, and professional judgment are reviewed.
Deliberately narrow
Useful does not mean comprehensive.
These tools omit facts that can materially change an outcome, including filing status, prior gifts, elections, mortality assumptions, state tax, transaction timing, plan terms, investment costs, and document language. A favorable result is a reason to investigate—not a recommendation.