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maintenanceProvides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.
77
32 PyPI
7
MIT
Planning calculators and market data for financial advisors: Roth, RMD, Social Security, 13F.
Retirement drawdown, 72(t) SEPP, RMD, Roth conversion, Social Security and state-tax calculators.
9 deterministic IRS tax, RMD, Roth, Solo 401k, Form 1040, TALS, Estate & SBLOC calculators.
Retirement Monte Carlo, tax-aware withdrawals, 2026 tax calculators, RMD, IRMAA, every-state tax.
Client-education toolkit for advisors: deep-dive tracks, calculators, free onboarding tools.
Add one secure layer between your agents and this server.