AI Review

What you get from AI Review

AI Review is built for people who already have a retirement profile and want a second set of eyes on strategy. It checks your current plan and highlights focused changes that may improve long-term after-tax outcomes.

• Clear analysis cards with before/after outcome comparisons
• Suggested strategy edits across withdrawals, Roth settings, and timing
• A plain-language explanation of why a suggested change may help
• One-click apply when you decide to move forward

How it works in the dashboard

1. Open your dashboard and run AI Review on your saved plan profile
2. The system analyzes your current baseline projection and tests alternatives
3. You receive a comparison view with projected impact and suggested changes
4. Apply changes only if you agree, or dismiss and keep your current plan

What AI Review can adjust

• Withdrawal strategy settings: how withdrawals are sequenced and managed across account types.
• Roth conversion controls: enable/disable and preset-related conversion settings when applicable.
• Timing decisions: key timing assumptions like Social Security start age.
• Risk posture preferences: scenario-level strategy tuning based on risk assumptions.

AI Review focuses on strategy levers. It does not silently change your data, and nothing is applied unless you explicitly approve it.

Why users find it valuable

• Surfaces practical analysis opportunities without digging through every setting manually
• Shows impact before you commit, so strategy changes feel less like guesswork
• Reduces review time for users collaborating with advisors or planning partners
• Helps keep retirement plans responsive as assumptions change

Trust and safety guardrails

• Suggested changes are shown for review first; no automatic portfolio changes
• You can apply or dismiss suggestions, and maintain full control
• The system runs bounded review cycles and validation checks before surfacing output
• If no material improvement is found, AI Review can return a “no improvement” result

Who often uses this

• People with an existing retirement plan who want a quality-check on strategy
• Users balancing Roth conversions, withdrawals, and tax bracket planning
• Households wanting clearer decision support before applying plan changes

Open AI Review in your dashboard

AI Review requires a saved profile and sign-in. Review availability can be rate-limited to protect quality and system performance.

This overview is educational and capability-focused. It is not individualized tax or investment advice.