Free Retirement Planner

Model retirement income, taxes, Social Security, and Roth conversions in one planner.

Model Roth conversions, IRMAA thresholds, Monte Carlo outcomes, and estate strategy — with the depth of a professional tool and the privacy of software you actually own. Start free in the web app, including a federal retirement sample for FERS-style planning. $149 unlocks the full planner and desktop app. No subscriptions. No cloud.

Start Free In The Web App Open The Full Planner →

No sign-up required. Start with sample data, your own numbers, or the federal sample path.

Free web app first Best first click if you want to see the planner work, including the federal sample path, before deciding anything.
Full planner second Use the full planner when you want deeper editing, saved scenarios, exports, and Pro features.
Pro License — What You Get

One purchase.

$149 $249

Founding Member price · Increases to $249 at 200 users

Price increases to $249 after 200 Founding Members


Founding Member spots

Founding Member pricing

Best for people who want to compare strategies, save scenarios, export reports, and revisit decisions over time.

One-time purchase. Direct support. No subscription lock-in.


Start Here — No Account Required

Try the free
Monte Carlo calculator.

Not sure yet? Run a real retirement projection in 60 seconds. Enter your savings, Social Security, and spending — get a year-by-year forecast with Monte Carlo simulation. No sign-up. No install. Nothing to download. Federal visitors can also start with a FERS-style sample plan.

What you get — free, instantly
  • Year-by-year portfolio projection to any retirement age
  • Monte Carlo simulation — see your plan's success rate
  • Social Security optimization — best claiming age
  • Federal tax estimates including RMDs
  • Federal retirement sample with pension + supplement timing preview
  • Works on any device — phone, tablet, desktop
Start Free In The Web App → No account · No install · Opens instantly Or open the full planner →

Two Ways to Plan

The right tool
for where you are.

The free trial gives you a real taste. The Pro license unlocks everything — on your desktop and in your browser.

Web App — Free Trial

Plan anywhere.
No install required.

Free

Limited trial · No account required

Runs entirely in your browser via Pyodide — Python in the browser, no server, your data never leaves your machine. Try the full interface with limited scenarios before you buy.

  • All planning modules — Roth, IRMAA, estate, goals
  • Works on any device — Mac, iPad, Windows, Linux
  • Data stays in your browser — zero server calls
  • Limited to 1 scenario
  • No save / load between sessions
  • No PDF or Excel export
  • Monte Carlo limited to 500 simulations
Start Free In The Web App →

What Makes Fatboy Different

Tax laws change.
Your software should too.

When OBBBA passed in July 2025, most retirement tools went stale. Fatboy users updated their tax parameters in 10 minutes and kept planning.

01

Editable Tax Parameters

Edit federal and state tax brackets yourself. Model TCJA expiration, OBBBA senior deductions, capital gains rate changes — without waiting 6 months for a vendor update.

02

Roth Conversion Modeling

See exactly how a $50k Roth conversion impacts your taxes this year, your IRMAA brackets at 65, and your RMDs at 75. Year-by-year, full tax effects.

03

Seven Monte Carlo Environments

From optimistic GBM baseline to conservative regime switching to a full century of historical data. A plan that holds up across all seven is a plan you can retire on.

04

Breakpoint Analysis

Find exactly where your plan starts to fail. Minimum required returns. Maximum safe withdrawal rate. Color-coded risk zones so you know what margin you actually have.

05

Estate & Legacy Forecasting

Year-by-year estate projections, legacy goal tracking, inherited IRA RMD implications under the SECURE Act 10-year rule, and estate tax exposure against TCJA exemption thresholds.

06

Professional PDF Reports

Export polished, client-ready summaries of your analysis. Useful for reviewing with a spouse, sharing with a CPA, or documenting your strategy for annual review.

Compared to paying an advisor — or a subscription

1% AUM on $1M is $10,000 a year. Boldin is $12/month. ProjectionLab is $109/year. Fatboy is $149 once — desktop app, web app, all future updates. By year two you've paid less than one month of a competing subscription.

See Full Comparison →

Federal Retirement

Planning around FERS,
supplement timing, and TSP?

Federal retirement is not just a pension input. Fatboy models how federal-style income sources start, stop, and interact inside the full retirement plan year by year.

Built for timing shifts

See pension, supplement, TSP, and Social Security work together year by year instead of flattening everything into one generic income line.

  • FERS-style temporary supplement preview in the free web app
  • Pension timing, TSP balances, and Social Security working together year by year
  • Full federal editing and deeper controls in the complete planner
See Federal Retirement Page Or load the federal example →

Right Fit

Who Fatboy is for.
And who it isn't.

Fatboy is planning depth, not hand-holding. The people who get the most from it know what they want to model.

Great fit

  • Engineers, executives, and professionals with 7-figure portfolios who understand their finances
  • DIY investors who want advisor-level tools without advisor fees
  • Pre-retirees modeling Roth conversions, IRMAA exposure, and TCJA impacts
  • Fee-only financial planners who need professional software without SaaS pricing
  • Anyone who wants their data on their own machine — not in someone else's cloud
  • Mac and iPad users who want serious browser-based planning (web app works on any device)

Not a fit

  • People who need someone to tell them what to invest in
  • Anyone looking for portfolio management or investment advice
  • People who want their phone to make financial decisions for them
  • Users who want a simple one-number retirement readiness score

Privacy by Design

Your financial data belongs to you.

Most retirement software sends your income, assets, and account details to a cloud server. That data is used for analytics, shared with marketing partners, and potentially used to train AI models.

Fatboy is built differently. The desktop app runs entirely on your machine — no account creation, no data harvesting. The web app runs Python locally in your browser via Pyodide — your calculations never touch a server.

Pro users can optionally sync an encrypted backup across devices. Your plan is encrypted in your browser before it leaves — using your license key as the encryption key. We receive ciphertext we cannot read. Your retirement plan is nobody else's business.

🖥
Desktop: fully local

The Windows and Linux apps run entirely on your machine. No internet required for planning. Data lives only on your computer.

🌐
Web app: Pyodide in-browser

The web app runs Python locally in your browser — not on a server. Your numbers stay on your device by default. No account required for the trial.

🔑
Encrypted cloud sync (optional)

The only automatic server call is license key validation. Pro users can optionally sync plans across devices — but the data is encrypted in your browser before upload, using a key only you hold. We store ciphertext we cannot read. How it works →

🚫
No ads. No data harvesting.

We don't sell data, run analytics on your plans, or share anything with third parties. There's no business model that requires it.

Start planning seriously.

Built for serious DIY planners who want to compare strategies, save scenarios, export reports, and keep using the tool for years.

Start free in the web app, move to the full planner when you want deeper control, or lock in Founding Member pricing at $149 before the price rises to $249 at 200 users.

Start Free In The Web App Open The Full Planner →

Free preview first. Full planner and desktop access when you are ready for saved scenarios, exports, and deeper analysis.