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numeratica-mcp
Deterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS
Tools
76
GitHub stars
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Transport
streamable-http, stdio
Last checked
28h ago
Tools & capabilities
76 toolsRead from the running server on 28h ago.
annuity
agesexpremiumstart_agesecond_agesecond_sex
+5
Annuity. Numeratica POST /v1/annuity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the… Annuity. Numeratica POST /v1/annuity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
benefits_dependent_care
tax_yearfiling_statusordinary_incomequalifying_countmarginal_tax_ratefsa_contribution_limit
+1
Benefits dependent care. Numeratica POST /v1/benefits/dependent-care — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte… Benefits dependent care. Numeratica POST /v1/benefits/dependent-care — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
benefits_health_plan
ppohdhphsa_contributionemployer_hsa_seedmarginal_tax_rateppo_fsa_contribution
+1
Benefits health plan. Numeratica POST /v1/benefits/health-plan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo… Benefits health plan. Numeratica POST /v1/benefits/health-plan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
capital_market_assumptions
assetscorrelationdefault_correlation
Capital market assumptions. Numeratica POST /v1/capital-market-assumptions — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible… Capital market assumptions. Numeratica POST /v1/capital-market-assumptions — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
cashflow_npv_irr
ratecashflowsdated_cashflows
Cashflow npv irr. Numeratica POST /v1/cashflow/npv-irr — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where ap… Cashflow npv irr. Numeratica POST /v1/cashflow/npv-irr — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
college_savings
current_savingsexpected_returnyears_in_collegeannual_cost_todaycollege_start_agecurrent_child_age
+1
College savings. Numeratica POST /v1/college-savings — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… College savings. Numeratica POST /v1/college-savings — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
contribution_limits
agetax_yearcompensationhsa_coverageprior_year_wagesemployer_match_rate
+4
Contribution limits. Numeratica POST /v1/contribution-limits — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo wh… Contribution limits. Numeratica POST /v1/contribution-limits — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
debt_payoff
debtsstrategymonthly_budget
Debt payoff. Numeratica POST /v1/debt-payoff — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable).… Debt payoff. Numeratica POST /v1/debt-payoff — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
debt_vs_invest
seedloan_balanceextra_monthlyhorizon_yearsmarginal_rateannual_fee_rate
+6
Debt vs invest. Numeratica POST /v1/debt-vs-invest — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applic… Debt vs invest. Numeratica POST /v1/debt-vs-invest — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
education_529_to_roth
yearbalancebeneficiary_ageaccount_age_yearsrecent_contributionslifetime_rolled_already
+2
Education 529 to roth. Numeratica POST /v1/education/529-to-roth — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carl… Education 529 to roth. Numeratica POST /v1/education/529-to-roth — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
education_aid_estimate
award_yearparent_agifamily_sizestudent_agisingle_parentstudent_assets
+12
Education aid estimate. Numeratica POST /v1/education/aid-estimate — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Ca… Education aid estimate. Numeratica POST /v1/education/aid-estimate — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
education_student_loan
agistatedependentsfamily_sizeloan_balanceinterest_rate
+4
Education student loan. Numeratica POST /v1/education/student-loan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Ca… Education student loan. Numeratica POST /v1/education/student-loan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
education_student_loan_refi
federalrefi_ratediscount_raterefi_term_months
Education student loan refi. Numeratica POST /v1/education/student-loan-refi — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducibl… Education student loan refi. Numeratica POST /v1/education/student-loan-refi — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_espp
sharessale_pricediscount_pctoffering_date_pricepurchase_date_price
Equity comp espp. Numeratica POST /v1/equity-comp/espp — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where ap… Equity comp espp. Numeratica POST /v1/equity-comp/espp — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_iso
sharestax_yearsale_pricestrike_pricefiling_statusfmv_at_exercise
+2
Equity comp iso. Numeratica POST /v1/equity-comp/iso — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… Equity comp iso. Numeratica POST /v1/equity-comp/iso — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_iso_amt_capacity
tax_yearstrike_pricefiling_statusfmv_at_exerciseordinary_incomeother_amt_preference_items
Equity comp iso amt capacity. Numeratica POST /v1/equity-comp/iso-amt-capacity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproduci… Equity comp iso amt capacity. Numeratica POST /v1/equity-comp/iso-amt-capacity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_iso_schedule
tax_yearfmv_at_startstrike_pricetotal_sharesfiling_statushorizon_years
+4
Equity comp iso schedule. Numeratica POST /v1/equity-comp/iso-schedule — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Mont… Equity comp iso schedule. Numeratica POST /v1/equity-comp/iso-schedule — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_nso
sharestax_yearstrike_pricefiling_statusfmv_at_exerciseother_ordinary_income
Equity comp nso. Numeratica POST /v1/equity-comp/nso — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… Equity comp nso. Numeratica POST /v1/equity-comp/nso — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_nua
tax_yearltcg_ratecost_basissale_pricegrowth_ratemarket_value
+4
Equity comp nua. Numeratica POST /v1/equity-comp/nua — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… Equity comp nua. Numeratica POST /v1/equity-comp/nua — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_rsu
sharestax_yearfmv_at_vestfiling_statusother_ordinary_income
Equity comp rsu. Numeratica POST /v1/equity-comp/rsu — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… Equity comp rsu. Numeratica POST /v1/equity-comp/rsu — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_section_83b
sharestax_yearprice_paidfmv_at_vestfmv_at_grantfiling_status
+1
Equity comp section 83b. Numeratica POST /v1/equity-comp/section-83b — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte… Equity comp section 83b. Numeratica POST /v1/equity-comp/section-83b — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
goal_funding
yearsannual_returntarget_amountcurrent_savingsperiods_per_yearcontributions_at_beginning
Goal funding. Numeratica POST /v1/goal-funding — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable… Goal funding. Numeratica POST /v1/goal-funding — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
healthcare_aca_optimize
agestatetax_yearbase_incomeroth_balancefiling_status
+7
Healthcare aca optimize. Numeratica POST /v1/healthcare/aca-optimize — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte… Healthcare aca optimize. Numeratica POST /v1/healthcare/aca-optimize — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
healthcare_costs
agemagistatecoverage_yearfiling_statushousehold_size
+1
Healthcare costs. Numeratica POST /v1/healthcare-costs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where ap… Healthcare costs. Numeratica POST /v1/healthcare-costs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
inflation_adjust
yearsamountdirectionannual_rate
Inflation adjust. Numeratica POST /v1/inflation-adjust — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where ap… Inflation adjust. Numeratica POST /v1/inflation-adjust — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
inherited_ira
yearstax_yearother_incomefiling_statustarget_bracketannual_rmd_floor
+3
Inherited ira. Numeratica POST /v1/inherited-ira — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicab… Inherited ira. Numeratica POST /v1/inherited-ira — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
insurance_disability_needs
marginal_tax_ratessdi_offsets_groupgross_annual_incomessdi_monthly_benefitemployer_paid_premiumemployer_group_fraction
+4
Insurance disability needs. Numeratica POST /v1/insurance/disability-needs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible… Insurance disability needs. Numeratica POST /v1/insurance/disability-needs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
insurance_life_needs
debtsreal_returnannual_incomeeducation_fundemergency_fundfinal_expenses
+9
Insurance life needs. Numeratica POST /v1/insurance/life-needs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo… Insurance life needs. Numeratica POST /v1/insurance/life-needs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
insurance_long_term_care
current_agediscount_ratepremium_yearsannual_premiumcare_start_agecare_cost_inflation
+5
Insurance long term care. Numeratica POST /v1/insurance/long-term-care — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Mont… Insurance long term care. Numeratica POST /v1/insurance/long-term-care — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
ira_eligibility
agemagitax_yearcompensationfiling_statusspouse_covered
+4
Ira eligibility. Numeratica POST /v1/ira-eligibility — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… Ira eligibility. Numeratica POST /v1/ira-eligibility — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
loan_amortization
principalannual_rateterm_monthsinclude_scheduleextra_monthly_payment
Loan amortization. Numeratica POST /v1/loan/amortization — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where… Loan amortization. Numeratica POST /v1/loan/amortization — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
longevity
agesexsecond_agesecond_sexhealth_adjustmentsecond_health_adjustment
Longevity. Numeratica POST /v1/longevity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See… Longevity. Numeratica POST /v1/longevity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
medicare_irmaa
magiirmaa_yearfiling_status
Medicare IRMAA: Part B and Part D income-related monthly adjustment by tier, plus headroom to the next tier. MAGI uses the 2-year lookback; filing_status is single/mfj/mfs. Medicare IRMAA: Part B and Part D income-related monthly adjustment by tier, plus headroom to the next tier. MAGI uses the 2-year lookback; filing_status is single/mfj/mfs.
medicare_late_enrollment_penalty
yearprojection_yearspart_b_months_latepart_d_months_late
Medicare late enrollment penalty. Numeratica POST /v1/medicare/late-enrollment-penalty — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for r… Medicare late enrollment penalty. Numeratica POST /v1/medicare/late-enrollment-penalty — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_affordability
pmi_ratehoa_monthlyterm_monthsback_end_dtidown_paymentannual_income
+5
Mortgage affordability. Numeratica POST /v1/mortgage/affordability — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Ca… Mortgage affordability. Numeratica POST /v1/mortgage/affordability — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_points
pointsbase_rateloan_amountterm_monthsbuydown_rate
Mortgage points. Numeratica POST /v1/mortgage/points — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… Mortgage points. Numeratica POST /v1/mortgage/points — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_refinance
new_ratecurrent_rateclosing_costscurrent_balancenew_term_monthsroll_in_closing_costs
+1
Mortgage refinance. Numeratica POST /v1/mortgage/refinance — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo wher… Mortgage refinance. Numeratica POST /v1/mortgage/refinance — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_rent_vs_buy
inflationhome_pricehoa_monthlyrent_growthdown_paymentmonthly_rent
+11
Mortgage rent vs buy. Numeratica POST /v1/mortgage/rent-vs-buy — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo… Mortgage rent vs buy. Numeratica POST /v1/mortgage/rent-vs-buy — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_term_comparison
long_rateshort_rateloan_amountlong_term_monthsinvestment_returnshort_term_months
Mortgage term comparison. Numeratica POST /v1/mortgage/term-comparison — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Mont… Mortgage term comparison. Numeratica POST /v1/mortgage/term-comparison — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
pension_lump_sum_vs_annuity
end_agecola_ratecurrent_agesurvivor_pctdiscount_ratelump_sum_offer
+2
Pension lump sum vs annuity. Numeratica POST /v1/pension/lump-sum-vs-annuity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducibl… Pension lump sum vs annuity. Numeratica POST /v1/pension/lump-sum-vs-annuity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
portfolio_glidepath
methodend_agefinal_agerule_baseend_equityglide_type
+6
Portfolio glidepath. Numeratica POST /v1/portfolio/glidepath — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo wh… Portfolio glidepath. Numeratica POST /v1/portfolio/glidepath — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
portfolio_rebalance
bandholdingstax_awarewithdrawalnew_contribution
Portfolio rebalance. Numeratica POST /v1/portfolio/rebalance — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo wh… Portfolio rebalance. Numeratica POST /v1/portfolio/rebalance — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_accumulation_projection
seedyearsaccountsinflationglide_pathcurrent_age
+7
Retirement accumulation projection. Numeratica POST /v1/retirement/accumulation-projection — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed f… Retirement accumulation projection. Numeratica POST /v1/retirement/accumulation-projection — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_backdoor_roth
agetax_yearfiling_statusexisting_basisconversion_amountelective_deferrals
+4
Retirement backdoor roth. Numeratica POST /v1/retirement/backdoor-roth — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Mont… Retirement backdoor roth. Numeratica POST /v1/retirement/backdoor-roth — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_hsa
ageyearscoveragetax_yearmarginal_ratecurrent_balance
+4
Retirement hsa. Numeratica POST /v1/retirement/hsa — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applic… Retirement hsa. Numeratica POST /v1/retirement/hsa — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_monte_carlo
seedassetsend_ageinflationrebalanceglide_path
+12
Monte Carlo retirement projection: probability of not running out of money over a horizon, with percentile balance bands. Deterministic given a seed (returned in the result). Monte Carlo retirement projection: probability of not running out of money over a horizon, with percentile balance bands. Deterministic given a seed (returned in the result).
retirement_qlac
agesextax_yearstart_agebirth_yearassumed_rate
+2
Retirement qlac. Numeratica POST /v1/retirement/qlac — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… Retirement qlac. Numeratica POST /v1/retirement/qlac — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_rmd
agetablebirth_yearsecond_ageaccount_balance
Required Minimum Distribution: prior-year-end balance divided by the IRS distribution period. Uniform Lifetime by default; Single Life (inherited/beneficiary) via table=single. Required Minimum Distribution: prior-year-end balance divided by the IRS distribution period. Uniform Lifetime by default; Single Life (inherited/beneficiary) via table=single.
retirement_savings_target
seedend_ageinflationcurrent_ageother_incomeretirement_age
+8
Retirement savings target. Numeratica POST /v1/retirement/savings-target — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Mo… Retirement savings target. Numeratica POST /v1/retirement/savings-target — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_self_employed
agetax_yearnet_profitexisting_w2_deferrals
Retirement self employed. Numeratica POST /v1/retirement/self-employed — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Mont… Retirement self employed. Numeratica POST /v1/retirement/self-employed — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_sepp
ageinterest_rateaccount_balance
Retirement sepp. Numeratica POST /v1/retirement/sepp — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… Retirement sepp. Numeratica POST /v1/retirement/sepp — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_survivor_scenario
spouse_aspouse_btax_yearon_medicaredeceased_spouseshared_ordinary_income
Retirement survivor scenario. Numeratica POST /v1/retirement/survivor-scenario — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproduci… Retirement survivor scenario. Numeratica POST /v1/retirement/survivor-scenario — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_withdrawal_sequencing
agestrategytax_yearbirth_yearfiling_statusspending_need
+8
Retirement withdrawal sequencing. Numeratica POST /v1/retirement/withdrawal-sequencing — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for r… Retirement withdrawal sequencing. Numeratica POST /v1/retirement/withdrawal-sequencing — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_withdrawal_strategy
seedend_agestrategyinflationfloor_multglide_path
+11
Dynamic retirement spending strategies over Monte Carlo paths: fixed_real, fixed_pct, guardrails (Guyton-Klinger), vpw, floor_and_ceiling. Returns the spending path, success probab… Dynamic retirement spending strategies over Monte Carlo paths: fixed_real, fixed_pct, guardrails (Guyton-Klinger), vpw, floor_and_ceiling. Returns the spending path, success probability, and ending bands.
roth_conversion
end_agetax_yearbirth_yearcurrent_ageroth_balanceannual_return
+10
Multi-year Roth conversion ladder (bracket-fill, IRMAA-aware) vs. a no-conversion baseline, with a year-by-year schedule and after-tax comparison. Optional pay-tax-from-external-fu… Multi-year Roth conversion ladder (bracket-fill, IRMAA-aware) vs. a no-conversion baseline, with a year-by-year schedule and after-tax comparison. Optional pay-tax-from-external-funds.
roth_vs_traditional
yearsexpected_returncapital_gains_rateinvest_tax_savingsannual_contributioncurrent_marginal_rate
+1
Roth vs traditional. Numeratica POST /v1/roth-vs-traditional — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo wh… Roth vs traditional. Numeratica POST /v1/roth-vs-traditional — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
savings_waterfall
agemagitax_yearcompensationhsa_coveragefiling_status
+5
Savings waterfall. Numeratica POST /v1/savings-waterfall — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where… Savings waterfall. Numeratica POST /v1/savings-waterfall — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
social_security
spouseclaim_agecola_ratebirth_yearpia_monthlydiscount_rate
+4
Social Security claiming analysis (ages 62-70): monthly/lifetime benefit, breakeven, optimal claim age. Optional earnings test, spousal/survivor/divorced household, and COLA. Social Security claiming analysis (ages 62-70): monthly/lifetime benefit, breakeven, optimal claim age. Optional earnings test, spousal/survivor/divorced household, and COLA.
social_security_couple_claim
spouse_aspouse_bdiscount_rate
Social security couple claim. Numeratica POST /v1/social-security/couple-claim — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproduci… Social security couple claim. Numeratica POST /v1/social-security/couple-claim — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_asset_location
assetstax_yearfiling_statustaxable_incometaxable_balancetax_advantaged_balance
Tax asset location. Numeratica POST /v1/tax/asset-location — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo wher… Tax asset location. Numeratica POST /v1/tax/asset-location — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_bracket_room
tax_yearfiling_statustaxable_income
Tax bracket room. Numeratica POST /v1/tax/bracket-room — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where ap… Tax bracket room. Numeratica POST /v1/tax/bracket-room — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_estimate
qbistatewagesqbi_ubiatax_yearsalt_paid
+30
Federal income tax estimate (2025/2026): ordinary brackets, standard/itemized deduction, LTCG stacking, NIIT, Additional Medicare; optional AMT (include_amt) and real per-state tax… Federal income tax estimate (2025/2026): ordinary brackets, standard/itemized deduction, LTCG stacking, NIIT, Additional Medicare; optional AMT (include_amt) and real per-state tax via the state field. filing_status is one of single/mfj/mfs/hoh.
tax_estimated_tax
tax_yearwithholdingfiling_statusprior_year_agiprior_year_taxunderpayment_rate
+2
Tax estimated tax. Numeratica POST /v1/tax/estimated-tax — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where… Tax estimated tax. Numeratica POST /v1/tax/estimated-tax — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_filing_status
spouse_aspouse_btax_year
Tax filing status. Numeratica POST /v1/tax/filing-status — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where… Tax filing status. Numeratica POST /v1/tax/filing-status — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_gain_harvesting
magitax_yearfiling_statusrealize_amounttaxable_income
Tax gain harvesting. Numeratica POST /v1/tax/gain-harvesting — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo wh… Tax gain harvesting. Numeratica POST /v1/tax/gain-harvesting — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_liquidation_schedule
tax_yearobjectivecost_basisother_ltcggrowth_ratemarket_value
+5
Tax liquidation schedule. Numeratica POST /v1/tax/liquidation-schedule — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Mont… Tax liquidation schedule. Numeratica POST /v1/tax/liquidation-schedule — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_marginal_map
statetax_yearsweep_stepsweep_stopinclude_acasweep_start
+10
Tax marginal map. Numeratica POST /v1/tax/marginal-map — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where ap… Tax marginal map. Numeratica POST /v1/tax/marginal-map — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_qcd_plan
agetax_yearbirth_yearira_balancefiling_statusintended_gift
+6
Tax qcd plan. Numeratica POST /v1/tax/qcd-plan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable… Tax qcd plan. Numeratica POST /v1/tax/qcd-plan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_qsbs_exclusion
gainbasistax_yearother_incomefiling_statusacquisition_date
+2
Tax qsbs exclusion. Numeratica POST /v1/tax/qsbs-exclusion — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo wher… Tax qsbs exclusion. Numeratica POST /v1/tax/qsbs-exclusion — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_s_corp_salary
sstbubiatax_yearmax_salaryother_incomefiling_status
+3
Tax s corp salary. Numeratica POST /v1/tax/s-corp-salary — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where… Tax s corp salary. Numeratica POST /v1/tax/s-corp-salary — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_social_security_benefits
other_incomefiling_statustax_exempt_interestmarginal_ordinary_ratesocial_security_benefits
Tax social security benefits. Numeratica POST /v1/tax/social-security-benefits — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproduci… Tax social security benefits. Numeratica POST /v1/tax/social-security-benefits — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_state_income
agestatetax_yearfiling_statuspension_incomestate_taxable_income
+1
Tax state income. Numeratica POST /v1/tax/state-income — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where ap… Tax state income. Numeratica POST /v1/tax/state-income — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_survivor_transition
tax_yearordinary_incomequalified_incomeconversion_amounttax_exempt_interestsocial_security_lower
+2
Tax survivor transition. Numeratica POST /v1/tax/survivor-transition — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte… Tax survivor transition. Numeratica POST /v1/tax/survivor-transition — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_tlh_benefit
tax_yeargrowth_ratefiling_statustaxable_incomeharvestable_lossoffsettable_gains
+1
Tax tlh benefit. Numeratica POST /v1/tax/tlh-benefit — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where appl… Tax tlh benefit. Numeratica POST /v1/tax/tlh-benefit — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_w4_checkup
taxytd_withheldprior_year_agiprior_year_taxpay_periods_remainingper_paycheck_withholding
Tax w4 checkup. Numeratica POST /v1/tax/w4-checkup — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applic… Tax w4 checkup. Numeratica POST /v1/tax/w4-checkup — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tvm
fvpvpmtnperratesolve_for
+1