We Value Your Advice
Retirement Tax Analyzer (RTA) is maintained by developers and advisors working hand-in-hand. We don't build features in a vacuum—our calculation engines, spend-down visuals, and tax tables are refined directly from the real-world client reviews of active advisors across the country.
You can help us improve the product for you and others by submitting feedback or suggestions below.
You can help help other users find the product by submitting a testimonial below. The more users we have, the faster we will be able to make improvements to the product. Please help our marketting campaign by submitting a testimonial below.
Recognize this? Retirement Tax Analyzer is the same TheRoadmap™ tool you already use at roadmappartners.net.
What Leading Practitioners Say
Real feedback from wealth managers and retirement planning specialists.
Chip Slaughter
Managing Director, NC Physicians Retirement • Blackbridge Financial
30+ Years Advisory Experience"Taxes can dramatically erode retirement income—but they don’t have to. The Retirement Tax Analyzer empowers me to clearly show clients how taxes impact qualified plan distributions—and more importantly, how to reduce that liability by up to 77% using strategic, tax-smart planning.
With over 30 years of experience, I’ve found no better tool for transforming complex tax conversations into clear, actionable insights. It helps clients see how they can convert gross income into net income—and keep more of what they’ve earned.
For advisors committed to delivering real value, this tool is a must."
Shown in client models using strategic tax-bracket and spend-down distribution sequencing.
Share Your Feedback or Request a Feature
Are you actively using Retirement Tax Analyzer in your practice? We are committed to keeping RTA the most practical and reliable spend-down modeling tool on your desktop.
Whether you ran into a calculation edge-case, have an idea for our 30-year spend-down tables, or want to contribute a testimonial quote like Chip's, your feedback directly impacts our upcoming releases.
Prefer to speak directly?
We connect with active practitioners regularly to review models and gather feature requests.
Send Your Thoughts
30+ Year Spend-Down Tables
Show clients exactly how long their portfolio lasts under variable inflation, taxation, and withdrawal rates without overwhelming them.
Tax-Qualified Sequencing
Model IRA, 401(k), Roth conversions, and taxable accounts to illustrate the real dollar savings of strategic distribution ordering.
Client Trust in Minutes
Turn an anxious tax conversation into a calm, confident advisory relationship with visual clarity clients understand immediately.
Ready to transform client retirement tax conversations?
Get Started for free or contact us to walk through a live spend-down scenario.