Your next chapter.
A clearer picture.
Life after work is full of possibilities.
Bring your retirement, taxes, and Roth decisions into focus.
Your future is more than a number.
Your plan should be, too.
A retirement date. A different way to draw income. A little more room for the things you love. Amicus helps you see how today’s choices connect to tomorrow’s possibilities.
One household.
The whole picture.
Bring your accounts, income, and spending together. See the connections that a collection of balances can’t show.
Meet your planning workspaceMake room for “what if.”
Retire a little earlier. Spend a little differently. Compare possibilities without losing your starting point.
Clarity behind every curve.
Open the assumptions. Follow the annual cash flow. Understand what a projection includes—and what it doesn’t.
From “where do I start?”
to “what could come next?”
You don’t need a perfect plan to begin.
Just a few details and a little curiosity.
Bring your life into view.
Add your household, accounts, and goals. Start with what you know and refine the details as you go.
Explore the possibilities.
Try a retirement date or a Roth conversion. Compare scenarios using the same underlying assumptions.
See the trade-offs clearly.
Review the cash flow, taxes, and limitations. Save the useful questions for your next conversation.
A Roth decision.
Without the guesswork.
“Should I convert?” is only the beginning. Explore how much, when, and where the tax payment could come from.
- Set your own conversion amounts and timeline.
- Compare with a no-conversion starting point.
- See taxes and account balances together.
A different path for your savings.
YOUR ROTH SCENARIOStart with clarity.
Keep it for free.
A useful place to think about your future.
No payment card. No countdown. No Roth paywall.
Your household. Your choices. Room to explore.
Start your free plan- Your household and manual accounts
- Three saved scenarios
- Manual Roth conversion planning
- Retirement projections and annual detail
- Visible assumptions and data export
A little more help.
When you want it.
We’re exploring optional conveniences for deeper comparisons and more planning possibilities. The fundamentals—including manual Roth planning—stay free.
Clear from
the beginning.
Good questions deserve
straightforward answers.
Is Roth planning really free?
Yes. You can enter Roth conversion amounts, compare a conversion scenario with no conversions, and inspect the assumptions without paying for an upgrade. Household Free is an ongoing tier, not a timed trial. Any future Plus features will add optional conveniences and deeper exploration.
Can I explore before creating an account?
Absolutely. Open the sample workspace to explore a fictional household, edit its inputs, and see how a scenario changes. The demo is available without registration or a payment card. Start planning to set up your own workspace.
What does the current preview cover?
The current development model supports a limited set of household and account inputs, with partial federal exploration for Florida and Texas. No jurisdiction has been independently certified for complete financial planning. Healthcare, survivor, monthly timing, and other tax details remain incomplete. The workspace shows its coverage and calculation limitations.
Does Amicus tell me which financial decision to make?
The software helps you explore conditional outcomes and compare your own assumptions. It does not guarantee savings or returns, execute transactions, or replace individual tax, legal, or investment advice. Review consequential decisions with an appropriately qualified professional.
Will my plan be shared with an adviser or investment firm?
Creating a plan does not authorize a professional referral, marketing contact, or an investment inquiry. Those purposes require separate permission. The contact form sends only the details and question you enter; it does not attach your financial plan.
MORE PERSPECTIVE. MORE POSSIBILITY.Make room for
what comes next.
A clearer picture starts with a first step.
Start planning for freeYour future. At your pace.