app.quantcalc/retirement-engine

repo:https://github.com/quantcalc-app/quantcalc-mcp-plugin

Retirement Monte Carlo with a tax-aware withdrawal-order and Roth-conversion recommendation.

transport:: remote
credential class:: self-provisionable
repo:: https://github.com/quantcalc-app/quantcalc-mcp-plugin

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Tools

compare_return_assumptions
Runs the same plan against several published capital market assumption sets and returns the success rate and median outcome under each, showing how far the answer moves with the return forecast used.
shallow
explain_methodology
Returns what the QuantCalc engine models and what it deliberately leaves out, including the tax provisions that are out of scope, and links to the published methodology.
shallow
list_return_assumption_sources
Returns the published capital market assumption sets the engine carries and which components each publisher provides (returns, volatilities, correlations).
shallow
run_retirement_projection
Runs a Monte Carlo retirement projection on the QuantCalc engine and returns the success rate, the ending-portfolio distribution, and the assumptions that produced them. The result states the return model that ran, the number of paths, and the income assumptions it used, including when there are none. Income tax is not modelled by this tool; run_tax_aware_projection models it.
shallow
run_tax_aware_projection
Runs the retirement projection with the household's accounts split by tax type and returns the withdrawal order and Roth-conversion programme the engine selected, its present-value advantage and range against drawing traditional first, and the after-tax success rate. Federal and state income tax (50 states and DC), Social Security taxability, required minimum distributions, Medicare IRMAA surcharges and the early-withdrawal penalty are paid from the portfolio year by year; spending is what the household keeps after tax. The result states every assumption it used, including the defaults for inputs that were not given, and what the engine does not model.
shallow

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