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QuantCalc Retirement Engine

app.quantcalc/retirement-engine · v1.2.0

Measured by MCP Station

Description written by the publisher, not verified

Retirement Monte Carlo, tax-aware withdrawal and Roth-conversion plans, and a 2026 return estimate.

Connect

claude mcp add --transport http retirement-engine https://mcp.quantcalc.app

{
  "mcpServers": {
    "retirement-engine": {
      "url": "https://mcp.quantcalc.app"
    }
  }
}

Tools as reported by the server

• 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 non
• 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
• 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. Every input is optional: omitted plan inputs use an illustrative plan (age 65, $1,000,000 saved, $40
• list_return_assumption_sources
  Returns the published capital market assumption sets the engine carries and which components each publisher provides (returns, volatilities, correlations).
• 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.
• estimate_2026_tax_return
  Estimates a household's 2026 federal and state income tax return from its 2026 income (wages, Social Security, IRA and 401(k) distributions, pensions, Roth conversions, interest, dividends, capital gains and losses), deductions, withholding and estimated payments, and returns the federal refund or a
• optimize_social_security_claiming
  Searches every Social Security claiming age from 62 (or today's age) to 70 for the household's tax-aware plan: each age's benefit is the given benefit restated by the SSA reduction and delayed-retirement-credit rules, and each age runs the full tax-aware plan on the same simulated markets as the pla

Tool changes

• 2026-10-21: run_retirement_projection, run_tax_aware_projection, compare_return_assumptions, list_return_assumption_sources, explain_methodology, estimate_2026_tax_return, optimize_social_security_claiming
• 2026-10-17: run_retirement_projection, run_tax_aware_projection, compare_return_assumptions, list_return_assumption_sources, explain_methodology, estimate_2026_tax_return, optimize_social_security_claiming
• 2026-10-16: run_retirement_projection, run_tax_aware_projection, compare_return_assumptions, list_return_assumption_sources, explain_methodology, estimate_2026_tax_return

Repository · Website · JSON · Text for agents · Registry updated 2026-10-10