Categories › Business & Finance › Accounting & invoicing
Retirement Monte Carlo, tax-aware withdrawals, 2026 tax calculators, RMD, IRMAA, every-state tax.
Remote server: your requests and data go to mcp.quantcalc.app. Claude Code: claude mcp add --transport http quantcalc-retirement-engine https://mcp.quantcalc.app · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
run_retirement_projection — Runs a Monte Carlo retirement projection on the QuantCalc engine and returns the success rate, the ending-portfolio distribution, and the asrun_tax_aware_projection — Runs the retirement projection with the household's accounts split by tax type and returns the withdrawal order and Roth-conversion programmcompare_return_assumptions — Runs the same plan against several published capital market assumption sets and returns the success rate and median outcome under each, showlist_return_assumption_sources — Returns the published capital market assumption sets the engine carries and which components each publisher provides (returns, volatilities,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 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 limiira_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 planstandard_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 65calculate_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 Liirmaa_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) oaca_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 Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.