app.quantcalc/retirement-engine

up checked 2026-11-11T04:38:15.686Z

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Publisher-provided title

QuantCalc Retirement Engine

Publisher-provided description

Retirement Monte Carlo, tax-aware withdrawals, 2026 tax calculators, RMD, IRMAA, every-state tax.

Summary by lookupd

Runs retirement Monte Carlo projections, tax-aware withdrawal plans, RMD, IRMAA, ACA credit and 2026-2027 tax limit calculations.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add retirement-engine --url https://mcp.quantcalc.app

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (11 tools)

Publisher-provided text

• 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 produ
• 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 selecte
• 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 answ
• 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 met
• retirement_plan_deferral_savings Returns the 2026 or 2027 elective-deferral limit for a 401(k), 403(b), governmental 457(b), the TSP or a SIMPLE IRA at an age: the base limit, the age-50 and ag
• ira_deduction_and_roth_limit Runs IRS Publication 590-A Worksheet 1-2 (the deductible part of a traditional IRA contribution when you or your spouse is covered by a plan at work) and Worksh
• standard_deduction_vs_itemizing Returns the 2026 or 2027 standard deduction piece by piece: the basic amount for the filing status, the additional amount for each person 65 or older or blind,
• calculate_rmd Computes the required minimum distribution for 2026 or 2027 from the prior year-end balance and the age or birth year, on the IRS Uniform Lifetime Table, or the
• irmaa_check Returns the Medicare IRMAA tier a MAGI sets: the official 2026 tier (from 2024 MAGI) and the 2027 and 2028 tiers (from 2025 and 2026 MAGI) on the tables as Quan
• aca_premium_tax_credit Returns a household's 2027 ACA marketplace position from its state, the ages on the plan, household size and income: the county's benchmark (second-lowest-cost

Details

• Version: 1.10.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 376 ms
• First indexed: 2026-11-01T08:51:43.305Z
• Last seen in registry: 2026-11-10T12:17:18.547Z
• Repository: https://github.com/quantcalc-app/quantcalc-mcp-plugin
• Website: https://quantcalc.app/advisors/mcp/

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