AI Retirement Planner

Plan your retirement with AI-powered projections that model taxes, Social Security, Medicare, inflation, and withdrawal strategies — year by year through age 95.

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The Problem with Traditional Retirement Calculators

Most retirement calculators ask for your savings, expected return, and withdrawal rate — then spit out a single number. But retirement planning isn't that simple.

Your retirement income comes from multiple sources that interact in complex ways: Social Security timing affects your taxes. RMDs from your 401(k) push you into higher brackets. Medicare IRMAA surcharges kick in when income crosses certain thresholds. The order you withdraw from accounts matters enormously.

A simple calculator can't model these interactions. And a financial advisor who charges $2,000-$5,000 for a retirement plan may not be accessible — or necessary — for everyone.

What an AI Retirement Planner Does Differently

An AI-powered retirement planner like Bullseye doesn't just calculate — it projects. It models every year of your retirement from now through age 95, accounting for the interplay between taxes, Social Security, Medicare, investment growth, inflation, and withdrawals. It shows you not just whether you have "enough," but exactly how your money flows year by year.

How Bullseye Plans Your Retirement

Year-by-year projections that account for every major financial variable in retirement.

Year-by-Year Projections

See your income, expenses, taxes, and portfolio balance for every year from now through age 95. No averages — actual projected numbers.

Tax-Aware Modeling

Federal and state taxes calculated automatically, including Social Security taxation, RMD income, capital gains, and standard deduction.

Social Security Optimization

Model different claiming ages (62, 67, 70) and see the lifetime impact. Includes spousal benefits and survivor benefit analysis.

Medicare & IRMAA Tracking

Medicare premiums and IRMAA surcharges calculated based on your projected income. See how Roth conversions or RMDs affect your brackets.

What-If Scenarios

Test market crashes, unexpected expenses, early retirement, or different Social Security strategies. See how each change ripples through your entire plan.

Rental Property Income

Model rental income, property taxes, insurance, maintenance, and mortgage payoff schedules as part of your complete retirement picture.

Real Planning Examples

Couple Optimizing Social Security Timing

Mark (PIA: $2,800) and Sarah (PIA: $1,200) use Bullseye to compare claiming at 62, 67, and 70. They discover that Mark delaying to 70 while Sarah claims at 67 maximizes their combined lifetime income by $180,000 — and protects Sarah with a larger survivor benefit if Mark passes first.

Roth Conversion Window: Ages 65-70

David retires at 65 with $1.2M in his 401(k). Before Social Security starts at 70, his income is low. Bullseye shows him he can convert $50,000/year to a Roth IRA at the 12% bracket, saving an estimated $48,000 in lifetime taxes compared to waiting for RMDs to force withdrawals at 73.

Stress-Testing a Market Crash

Lisa retires with $900K and worries about a 2008-style crash. She uses Bullseye's scenario feature to model a 35% market drop in year one. The projection shows she'd still have $420K at age 85 — tight but survivable — giving her confidence to proceed with her plan.

See How This Works for You

Run your own personalized projection with your actual numbers — free.

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Frequently Asked Questions

An AI retirement planner is a tool that uses computational intelligence to project your retirement finances year-by-year, modeling complex interactions between taxes, Social Security, Medicare, inflation, and investment growth that simple calculators ignore.

Projections are based on your actual financial data and established tax rules, RMD tables, and Social Security formulas. They model known rules precisely. The uncertainty comes from future market returns and inflation — which is why testing multiple scenarios is essential.

They serve different purposes. An AI planner excels at number-crunching, tax modeling, and scenario testing — tasks that would take an advisor hours. A good advisor adds behavioral coaching, estate planning expertise, and accountability. Many people use both.

Bullseye is completely free. There are no premium tiers, no credit card required, and no limits on projections or scenarios.

Your retirement account balances (401k, IRA, Roth, brokerage), expected Social Security benefits, annual expenses, and target retirement age. Bullseye walks you through entering this information step by step.

Yes. You can set any claiming age from 62 to 70 for both you and your spouse, and Bullseye automatically applies the early/late claiming adjustments and shows the impact on your lifetime income and taxes.

Start Planning Your Retirement Today

Get a complete year-by-year projection of your retirement finances. Free, private, and takes just minutes to set up.

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