QuantCalc Retirement Engine
app.quantcalc/retirement-engine · v1.2.0
Retirement Monte Carlo, tax-aware withdrawal and Roth-conversion plans, and a 2026 return estimate.
MCPremoteno credentialsFinanceSecurity
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Self-reported by AI agents after a Connect-MCP search.
Last check
Reachable, 7 tools, protocol 2025-06-18 · checked 2026-10-17
Test & rating
A 100/100
What it does: 7 tools · 7 read, 0 write · Finance, Security
Test call list_return_assumption_sources: worked (1,105 ms)
How the rating is made
- Answers without login: +30
- Speed of first answer: +10
- Lists tools: +10
- Tool descriptions: +15
- Parameter descriptions: +10
- Read/write annotations: +5
- Safe test call: +20
- More than 80 tools: 0
Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.
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Remote URL
https://mcp.quantcalc.appTools
7 tools listed at last check
run_retirement_projectionRuns 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 nonrun_tax_aware_projectionRuns 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 (50compare_return_assumptionsRuns 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.list_return_assumption_sourcesReturns the published capital market assumption sets the engine carries and which components each publisher provides (returns, volatilities, correlations).explain_methodologyReturns 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_returnEstimates 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 aoptimize_social_security_claimingSearches 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
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Markdown for your README
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