Taxes. Living. Investing. Giving. No dollar you've ever earned has done anything else. The default tax code takes from Job 1 first — unless you assign your dollars deliberately.
The 5-minute walk: 8 questions, then we generate the three highest-leverage moves for your situation with dollar values. If they land, book a free 90-minute Foundation Review and we'll walk the full 60+ item checklist together. Your progress saves — come back any time.
The structural moves that matter depend on where you sit. Three doorways to the playbook — each with its own calculators, case studies, and Discovery Call framing.
"You've spent 30 years building this. Let's make sure the next 30 don't undo it."
Fits if you've built $3M-$15M net worth through equity comp + executive compensation. Post-exit liquidity, single-stock concentration, RSU/NQSO planning, estate-exemption sunset.
See the executive playbook →"Your business has a plan for everything — except what happens when it doesn't go to plan."
Fits if you own a $5M-$50M revenue professional-services firm. Multi-partner, missing or stale buy-sell, S-Corp / QBI / cash-balance plan stacking, exit-readiness work.
See the owner playbook →"The 11-year window between retirement and RMD start changes everything."
Fits if you have $1M-$5M in Traditional IRA / 401(k) and you're within 10 years of retirement. Roth conversion ladders, IRMAA cliff management, RMD projection, Social Security claiming.
See the pre-retiree playbook →Not sure which fits? Book a free 15-min Discovery Call — we'll figure it out together.
The White House announced TrumpIRA — a federal retirement platform for the 56M Americans without 401(k) access (launching Jan 2027). A separate August 2025 EO opened existing 401(k) plans to private equity, private credit, real estate, and crypto. New DOL rule limits employee lawsuits over plan investments. Three new calculators below to navigate it.
Do you qualify? Estimate your Federal Saver's Match (up to $1,000/yr). Plus when TrumpIRA wins vs your existing options.
Average plan charges 1-2% — costing $200K-$500K over a career. See your lifetime fee drag.
Which wins? Type your current and retirement brackets — we'll show end balances net of tax.
Each calculator runs your specific numbers against current tax code. Sourced to IRS + Cornell LII. No email gate to run them — but if you want the full 60-item playbook, drop your email at the bottom of any tool.
Sole prop or SMLLC at $80K+? See your FICA tax savings and reasonable-salary split.
Rent your home to your business up to 14 days/yr. Tax-free. Most owners save $5–15K/yr.
The 20% pass-through deduction — and the SSTB / W-2-wage phase-out that kills it.
2026 limits: up to $70K alone, $81K with super catch-up, $155K+ with spouse on payroll.
The full walk + ranked moves at your bracket lives inside the IPS Builder + punch-list. Or download the full 60-item PDF.
By the end of the 90-minute Foundation Review, we'll surface at least $5,000 in annual or one-time structural savings available to your specific situation — from the 60+ moves in the owner playbook, scaled to your bracket. If we don't, your $500 is refunded, you keep the written report, and you keep the workbook access.
Book the Foundation Review →You don't need to commit to engagement on day one. The structure is staircase-shaped: free first, paid only if it lands.
Most planning tools are either advisor-only (RightCapital, eMoney) or consumer-only (Monarch, NewRetirement). Good Deals is owner-centric — and it sources every recommendation.
| Feature | Good Deals | RightCapital / eMoney | Monarch / NewRetirement |
|---|---|---|---|
| Per-entity workbook (multi-business) | Full Personal + Business tracks per entity | Business is one line item | No business support |
| CFA-grade IPS authoring | 8-section structure with citationsBuilt into the workbook | Generic 1-page template | None |
| Source-linked moves | Every move → IRS / Cornell LII / SEC | No citations surfaced | No citations |
| Temporal Roadmap (lifeline + chart) | Variable-density timeline with mini financial statements per anchor | Goals list + projection chart | Projection chart only |
| Advisor handoff (`?co=1` co-pilot mode) | Same URL, advisor view + client view | Advisor-only platform | No advisor bridge |
| Price (consumer access) | Free workbook · $500 Foundation Review | Advisor-paid (~$1,500/yr per advisor) | ~$99–120/yr consumer |
Educational. Not personalized tax, legal, or insurance advice. Investments placed via Altruist. Insurance placed via BackNine.