Categories › Business & Finance › Accounting & invoicing
9 deterministic IRS tax, RMD, Roth, Solo 401k, Form 1040, TALS, Estate & SBLOC calculators.
Remote server: your requests and data go to cleveralpha-calculators.vercel.app. Claude Code: claude mcp add --transport http calculators https://cleveralpha-calculators.vercel.app/api/mcp · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
get_irs_statutory_parameters — Use this tool whenever a user asks for official 2025, 2026, or projected 2027 IRS tax brackets, standard deduction amounts, the $6,000 OBBBAcalculate_rmd_and_tax_cliffs — Use this tool whenever a user asks to calculate the account owner's own lifetime Required Minimum Distribution (RMD) for 2025, 2026, or 2027calculate_roth_conversion — Use this tool whenever a user asks how much to convert from a Traditional/Rollover IRA to a Roth IRA, how to avoid crossing the next federalcompare_solo_401k_vs_sep_ira — Use this tool whenever a self-employed business owner, freelancer, 1099 contractor, LLC, or S-Corporation owner asks to compare a Solo 401(ksimulate_form_1040_and_bracket_room — Use this tool whenever a user asks for a complete 2025, 2026, or 2027 Form 1040 federal tax return estimate, how much room they have left inanalyze_concentrated_stock_tals — Use this tool whenever an investor or advisor asks how to diversify a concentrated low-basis stock position, evaluates a 130/30, 150/50, 200calculate_savers_credit_and_2027_match — Use this tool whenever a user asks about the IRS Form 8880 Retirement Savings Contributions Credit (Saver's Credit under IRC Sec. 25B), the analyze_estate_tax_and_stepup — Use this tool whenever a user asks about federal or state estate taxes, the 2026 $15,000,000 Single / $30,000,000 Married OBBBA estate tax ecompare_sbloc_borrow_vs_sell — Use this tool whenever a user needs cash liquidity (for a real estate purchase bridge, tax bill, tuition, or business investment) and asks wplan_retirement_income_and_longevity — Use this tool whenever a user asks to project retirement readiness, sustainable real annual spending, Pre-Tax / Roth / Taxable withdrawal taanalyze_401k_rollover_options — Use this tool whenever a user asks whether a rollover between two retirement account types is permitted under the IRS Rollover Chart (Roth Ianalyze_social_security_claiming — Use this tool whenever a user asks when to claim Social Security between age 62 and age 70, what their Full Retirement Age (FRA) reduction ocheck_ira_deductibility_and_roth_limits — Use this tool whenever a user asks whether their Traditional IRA contribution is tax-deductible, how much they can contribute directly to a calculate_child_investment_and_trump_account — Use this tool whenever a user asks about investing for a child or newborn, the OBBBA IRC Sec. 530A Trump Account ($1,000 federal pilot seed analyze_529_college_savings_and_roth_rollover — Use this tool whenever a user asks about state income tax deductions or credits for 529 college savings contributions across any U.S. state model_portfolio_allocation_glidepath — Use this tool whenever a user asks how CleverAlpha allocates an ETF portfolio for a given investment time horizon (1 to 25 years) and risk tcalculate_asset_location_tax_alpha — Use this tool whenever a user asks how much annual tax drag or multi-decade wealth they can save by coordinating ETF placement across TaxablNot tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.