Every tool you need
to retire confidently.

From Monte Carlo projections to AI-powered advice — GetOurNiche covers every dimension of retirement planning.

Pro

Monte Carlo Projections

Run 5,000 randomized market scenarios against your plan. See your probability of success with sequence-of-returns risk and stress testing built in.

Pro

AI Retirement Advisor

Ask anything about your retirement in plain English. Our AI understands your full financial picture — Roth strategies, Social Security timing, IRMAA alerts, and more.

Pro

Scenario Comparison

Build unlimited what-if scenarios and compare them side by side. Retire early vs. late, keep the house vs. downsize — see the delta instantly.

Pro

Social Security Explorer

Optimize your claiming age from 62 to 70. Model survivor benefits, spousal benefits, and see exactly how timing impacts your lifetime income.

Pro

Roth Conversion Engine

Model bracket-filling strategies, IRMAA 2-year lookback impacts, and find your optimal conversion window. The Lull Strategy optimizer identifies gap-year opportunities.

Basic+

Net Worth Tracking

See your complete net worth with breakdown charts, history, and a 30-year forecast. Connect via Plaid for live account sync and auto-categorization.

Pro

Real Estate & Rental

Track home equity, model downsizing strategies, and manage rental properties with ROI projections. Includes Rent vs. Own calculator.

Pro

Tax Summary & Export

Full federal and state tax estimates with PDF export. CSV export of all reports. Document vault for secure file storage.

Pro

Partner & Spouse Access

Invite your spouse or partner to view and update the plan together. Model joint incomes, benefits, and retirement timelines.

Pro

Estate Planning

$15M exemption modeling, step-up basis analysis, and 10-year rule for inherited IRAs. Plan for the legacy you want to leave.

Pro

Pension Analyzer

Model pension payouts with survivor benefit options. Compare lump sum vs. annuity and see impact on your overall plan.

Pro

ACA Bridge Estimator

Estimate ACA subsidy eligibility for the pre-Medicare years. Understand how income decisions affect your healthcare costs.

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