Preferences

Your planning settings.

Edit calculation references and manage optional cloud sync.

Tax limit references

These values are editable planning references, not a tax eligibility calculator.

Tax year

401(k) employee deferralsBase limitAge 50+Age 60–63Source ↗

Traditional + Roth IRA combinedBase limitAge 50+Source ↗

HSA · self-only HDHPBase limitAge 55+Source ↗

HSA · family HDHPBase limitAge 55+Source ↗

Plan backup

Back up or restore your plan

Download a JSON copy of your profile, allocation, and contribution history, or restore one into this browser session. The file contains sensitive financial details; keep it in a private location.

Private cloud sync

Cloud sync is unavailable

Your plan is stored for this browser session. To enable private cloud sync, configure a Supabase project and add NEXT_PUBLIC_SUPABASE_URL and NEXT_PUBLIC_SUPABASE_PUBLISHABLE_KEY to the hosting environment before rebuilding.

Never enter bank credentials, full account numbers, Social Security numbers, or wallet seed phrases.