AegisRetirementPlanner

AegisRetirementPlanner turns a conversation about the retirement you want into
a budget, a multi-bucket strategy and Monte Carlo odds that the money lasts.

- A guided interview (or plain forms) builds your retirement budget, line by
line, with where every number came from.
- Cash, income and growth buckets with refill rules you choose.
- 10,000 simulated lifetimes with federal taxes by bracket, Roth conversions,
RMDs, Social Security and pensions; sweeps, heatmaps and sensitivity.
- Import 401(k), IRA, brokerage, pension and Social Security statements.
- Save, clone and compare scenarios; export a PDF report.
- Requires ollama and local models to run. 8 Billion parameter models like qwen2.5 work well.

Everything stays on your computer. The interview and assistant run on a local
model through Ollama (https://ollama.com), installed separately — the app
explains how on first start.

AegisRetirementPlanner is in beta and free to use: there is no license charge
during the beta. In the future some features may require a one-time license
purchase.

This is an educational planning tool, not financial, tax or legal advice.