@retiregolden/planner-ui 0.1.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/LICENSE +661 -0
- package/README.md +181 -0
- package/package.json +77 -0
- package/src/App.tsx +246 -0
- package/src/RouteErrorBoundary.tsx +45 -0
- package/src/assets/hero.png +0 -0
- package/src/assets/react.svg +1 -0
- package/src/assets/vite.svg +1 -0
- package/src/data/fedInvestClient.ts +113 -0
- package/src/data/localStore.ts +42 -0
- package/src/data/planOrigin.ts +24 -0
- package/src/data/planStore.ts +165 -0
- package/src/data/v2Backup.ts +101 -0
- package/src/import/ImportPage.tsx +347 -0
- package/src/import/ReviewChecklistView.tsx +38 -0
- package/src/import/brokerCsv.ts +395 -0
- package/src/import/csv.ts +133 -0
- package/src/import/genericCsv.ts +224 -0
- package/src/import/projectionLab.ts +350 -0
- package/src/import/reviewChecklist.ts +33 -0
- package/src/import/tenForty.ts +275 -0
- package/src/index.css +630 -0
- package/src/index.ts +16 -0
- package/src/learn/ArticleBody.tsx +78 -0
- package/src/learn/ArticlePage.tsx +57 -0
- package/src/learn/GlossaryPage.tsx +33 -0
- package/src/learn/LearnAboutScreen.tsx +41 -0
- package/src/learn/LearnCards.tsx +41 -0
- package/src/learn/LearnLink.tsx +91 -0
- package/src/learn/LearningCenterPage.tsx +114 -0
- package/src/learn/SourcesPage.tsx +98 -0
- package/src/learn/components/ArticleFigure.tsx +34 -0
- package/src/learn/components/ArticleShell.tsx +86 -0
- package/src/learn/components/ComparisonTable.tsx +42 -0
- package/src/learn/components/FormulaBlock.tsx +34 -0
- package/src/learn/components/PurchasingPowerChart.tsx +41 -0
- package/src/learn/components/RelatedArticles.tsx +27 -0
- package/src/learn/components/ScenarioCard.tsx +24 -0
- package/src/learn/components/SourceList.tsx +23 -0
- package/src/learn/components/charts.tsx +21 -0
- package/src/learn/content/about-retiregolden.ts +100 -0
- package/src/learn/content/aca-premium-tax-credits-and-magi.ts +103 -0
- package/src/learn/content/account-types-overview.ts +106 -0
- package/src/learn/content/after-tax-estate.ts +111 -0
- package/src/learn/content/agi-magi-and-taxable-income.ts +112 -0
- package/src/learn/content/appealing-irmaa-ssa-44.ts +95 -0
- package/src/learn/content/assumption-general-inflation.ts +82 -0
- package/src/learn/content/assumption-healthcare-inflation.ts +85 -0
- package/src/learn/content/assumption-heir-tax-rate.ts +79 -0
- package/src/learn/content/assumption-investment-returns.ts +90 -0
- package/src/learn/content/assumption-longevity-planning-age.ts +78 -0
- package/src/learn/content/assumption-recent-magi.ts +83 -0
- package/src/learn/content/assumption-social-security-cola.ts +89 -0
- package/src/learn/content/assumption-social-security-trust-fund.ts +83 -0
- package/src/learn/content/assumption-state-tax-override.ts +79 -0
- package/src/learn/content/beneficiaries-and-account-titling.ts +99 -0
- package/src/learn/content/break-even-useful-lens.ts +94 -0
- package/src/learn/content/building-a-retirement-spending-budget.ts +100 -0
- package/src/learn/content/cola-and-inflation-protection.ts +102 -0
- package/src/learn/content/divorced-spousal-and-survivor-records.ts +104 -0
- package/src/learn/content/dynamic-spending-guardrails.ts +90 -0
- package/src/learn/content/earnings-test-before-fra.ts +100 -0
- package/src/learn/content/employer-match-and-contribution-order.ts +104 -0
- package/src/learn/content/examplePlanArticles.ts +525 -0
- package/src/learn/content/fees-expense-ratios-and-compounding-drag.ts +98 -0
- package/src/learn/content/fi-number-and-four-percent-rule.ts +64 -0
- package/src/learn/content/filling-a-tax-bracket-with-roth-conversions.ts +98 -0
- package/src/learn/content/funded-ratio.ts +70 -0
- package/src/learn/content/healthcare-after-65.ts +103 -0
- package/src/learn/content/healthcare-before-65.ts +104 -0
- package/src/learn/content/historical-vs-random-return-models.ts +101 -0
- package/src/learn/content/how-assumptions-change-the-answer.ts +105 -0
- package/src/learn/content/how-much-can-i-spend.ts +105 -0
- package/src/learn/content/how-social-security-is-taxed.ts +95 -0
- package/src/learn/content/how-the-optimizer-thinks.ts +102 -0
- package/src/learn/content/how-the-optimizer-values-after-tax-estate.ts +97 -0
- package/src/learn/content/how-to-model-accumulation.ts +67 -0
- package/src/learn/content/how-to-read-a-retirement-projection.ts +115 -0
- package/src/learn/content/hsas-and-qualified-medical-expenses.ts +108 -0
- package/src/learn/content/hsas-as-retirement-accounts.ts +101 -0
- package/src/learn/content/inflation-risk.ts +98 -0
- package/src/learn/content/inherited-ira-10-year-rule.ts +105 -0
- package/src/learn/content/insurance-in-your-retirement-plan.ts +103 -0
- package/src/learn/content/irmaa-two-year-lookback.ts +99 -0
- package/src/learn/content/long-term-care-costs-and-insurance.ts +103 -0
- package/src/learn/content/long-term-care-insurance-as-risk-transfer.ts +98 -0
- package/src/learn/content/longevity-risk.ts +99 -0
- package/src/learn/content/marginal-vs-effective-tax-rate.ts +98 -0
- package/src/learn/content/medicare-part-b-vs-part-d-irmaa.ts +102 -0
- package/src/learn/content/mortality-weighted-social-security.ts +113 -0
- package/src/learn/content/moving-to-retiregolden.ts +86 -0
- package/src/learn/content/niit-high-income-investment-tax.ts +98 -0
- package/src/learn/content/ordinary-income-vs-capital-gains.ts +103 -0
- package/src/learn/content/paying-conversion-taxes-taxable-vs-ira.ts +102 -0
- package/src/learn/content/pensions-and-annuities.ts +101 -0
- package/src/learn/content/permanent-life-insurance-in-a-plan.ts +106 -0
- package/src/learn/content/pia-aime-and-bend-points.ts +103 -0
- package/src/learn/content/planner-overview.ts +106 -0
- package/src/learn/content/planning-for-couples-and-survivor-years.ts +108 -0
- package/src/learn/content/privacy-what-stays-in-your-browser.ts +99 -0
- package/src/learn/content/qcds-qualified-charitable-distributions.ts +101 -0
- package/src/learn/content/reading-the-results-page.ts +96 -0
- package/src/learn/content/reading-the-social-security-analysis-page.ts +106 -0
- package/src/learn/content/real-estate-home-equity-and-debt.ts +100 -0
- package/src/learn/content/reports-csv-exports-and-sharing.ts +101 -0
- package/src/learn/content/risk-based-guardrails.ts +100 -0
- package/src/learn/content/rmds-required-minimum-distributions.ts +100 -0
- package/src/learn/content/roth-conversion-basics.ts +104 -0
- package/src/learn/content/rsus-and-espp.ts +101 -0
- package/src/learn/content/rule-of-55-and-72t.ts +107 -0
- package/src/learn/content/savings-rate-biggest-lever.ts +66 -0
- package/src/learn/content/seed-your-plan-from-your-tax-return.ts +93 -0
- package/src/learn/content/sensitivity-testing-what-changes-the-answer.ts +104 -0
- package/src/learn/content/sequence-of-returns-risk.ts +98 -0
- package/src/learn/content/social-security-bridge.ts +67 -0
- package/src/learn/content/social-security-claiming-age-basics.ts +113 -0
- package/src/learn/content/social-security-taxes-vs-benefits.ts +76 -0
- package/src/learn/content/spending-profiles-and-the-retirement-smile.ts +92 -0
- package/src/learn/content/spousal-and-survivor-benefits.ts +120 -0
- package/src/learn/content/ssdi-and-retirement-planning.ts +72 -0
- package/src/learn/content/standard-deduction-senior-deduction-and-itemizing.ts +97 -0
- package/src/learn/content/state-income-taxes-in-retirement.ts +97 -0
- package/src/learn/content/step-up-in-basis.ts +102 -0
- package/src/learn/content/survivor-planning-for-couples.ts +110 -0
- package/src/learn/content/survivor-spending-in-couple-plans.ts +98 -0
- package/src/learn/content/tax-cliffs-and-bracket-edges.ts +105 -0
- package/src/learn/content/tax-loss-and-gain-harvesting.ts +99 -0
- package/src/learn/content/taxable-brokerage-basis-and-capital-gains.ts +99 -0
- package/src/learn/content/three-big-questions-spending-time-risk.ts +103 -0
- package/src/learn/content/tips-ladders.ts +92 -0
- package/src/learn/content/todays-dollars-vs-future-dollars.ts +107 -0
- package/src/learn/content/traditional-vs-roth-contributions.ts +113 -0
- package/src/learn/content/troubleshooting-surprising-results.ts +105 -0
- package/src/learn/content/trust-fund-haircut-scenarios.ts +101 -0
- package/src/learn/content/understanding-monte-carlo-success-rate.ts +118 -0
- package/src/learn/content/understanding-your-plan-assumptions.ts +134 -0
- package/src/learn/content/using-assumptions-and-provenance.ts +98 -0
- package/src/learn/content/using-scenarios-to-compare-choices.ts +99 -0
- package/src/learn/content/what-changes-when-you-move-states.ts +141 -0
- package/src/learn/content/what-is-fire.ts +65 -0
- package/src/learn/content/what-monte-carlo-proves.ts +98 -0
- package/src/learn/content/what-retiregolden-models.ts +103 -0
- package/src/learn/content/what-retirement-healthcare-really-costs.ts +117 -0
- package/src/learn/content/why-95-percent-is-not-a-guarantee.ts +98 -0
- package/src/learn/content/why-roth-conversions-raise-other-costs.ts +106 -0
- package/src/learn/content/why-small-tax-cliffs-can-matter.ts +109 -0
- package/src/learn/content/widows-penalty-and-survivor-brackets.ts +106 -0
- package/src/learn/content/withdrawal-order-basics.ts +105 -0
- package/src/learn/glossary.ts +191 -0
- package/src/learn/inlineMarkdown.tsx +54 -0
- package/src/learn/learn.css +537 -0
- package/src/learn/learningRegistry.ts +502 -0
- package/src/longevity/LongevityResults.tsx +85 -0
- package/src/longevity/LongevityWizard.tsx +305 -0
- package/src/longevity/constants.ts +15 -0
- package/src/longevity/factors.ts +125 -0
- package/src/longevity/model.ts +31 -0
- package/src/longevity/persistedGuard.ts +129 -0
- package/src/longevity/storage.ts +40 -0
- package/src/mc/messages.ts +118 -0
- package/src/mc/monteCarlo.worker.ts +44 -0
- package/src/mc/pool.ts +267 -0
- package/src/mc/runRequest.ts +125 -0
- package/src/optimize/messages.ts +84 -0
- package/src/optimize/optimize.worker.ts +29 -0
- package/src/optimize/runOptimize.ts +92 -0
- package/src/optimize/runSpendingSolve.ts +47 -0
- package/src/optimize/runner.ts +21 -0
- package/src/optimize/spendingMessages.ts +44 -0
- package/src/optimize/spendingRunner.ts +21 -0
- package/src/optimize/spendingSolve.worker.ts +18 -0
- package/src/planner/AssumptionsCardPage.tsx +136 -0
- package/src/planner/BucketLensCard.tsx +114 -0
- package/src/planner/ComparePlansPage.tsx +219 -0
- package/src/planner/DisclaimerPage.tsx +88 -0
- package/src/planner/HowTestedPage.tsx +159 -0
- package/src/planner/LiveStatus.tsx +15 -0
- package/src/planner/LongevityModal.tsx +55 -0
- package/src/planner/Modal.tsx +97 -0
- package/src/planner/MonteCarloPage.tsx +907 -0
- package/src/planner/OptimizePage.tsx +611 -0
- package/src/planner/PlanContext.tsx +198 -0
- package/src/planner/PlanPickerPage.tsx +124 -0
- package/src/planner/PlanWorkspace.tsx +290 -0
- package/src/planner/ProvenancePanel.tsx +45 -0
- package/src/planner/RelocationComparePage.tsx +485 -0
- package/src/planner/ReportPage.tsx +375 -0
- package/src/planner/ResultsPage.tsx +817 -0
- package/src/planner/ScenariosPage.tsx +285 -0
- package/src/planner/SocialSecuritySection.tsx +556 -0
- package/src/planner/SpendingSolverPage.tsx +512 -0
- package/src/planner/SsAnalysisPage.tsx +1134 -0
- package/src/planner/SurvivalPercentileModal.tsx +161 -0
- package/src/planner/SurvivorTransitionPage.tsx +286 -0
- package/src/planner/assumptionsExport.ts +371 -0
- package/src/planner/bucketLens.ts +89 -0
- package/src/planner/chartFrame.ts +8 -0
- package/src/planner/chartStyle.ts +11 -0
- package/src/planner/dialogViews.tsx +184 -0
- package/src/planner/dialogs.tsx +133 -0
- package/src/planner/examples/ExampleLibrary.tsx +189 -0
- package/src/planner/examples/ExamplePreviewBanner.tsx +55 -0
- package/src/planner/examples/ExamplesPage.tsx +25 -0
- package/src/planner/examples/OpenExampleButton.tsx +61 -0
- package/src/planner/examples/buildAggressiveSaver.ts +102 -0
- package/src/planner/examples/buildAnnuityEstate.ts +137 -0
- package/src/planner/examples/buildBaristaFire.ts +115 -0
- package/src/planner/examples/buildBracketFillRoth.ts +65 -0
- package/src/planner/examples/buildBridgeEarlyRetirement.ts +94 -0
- package/src/planner/examples/buildBrokerageNoHsa.ts +109 -0
- package/src/planner/examples/buildCoastFire.ts +88 -0
- package/src/planner/examples/buildContext.ts +20 -0
- package/src/planner/examples/buildEarlyCareerMatch.ts +93 -0
- package/src/planner/examples/buildEarlyRetireeAca.ts +61 -0
- package/src/planner/examples/buildExampleCouple.ts +103 -0
- package/src/planner/examples/buildFixedTargetSpending.ts +74 -0
- package/src/planner/examples/buildGlidepathAllocation.ts +131 -0
- package/src/planner/examples/buildGuardrailsFlex.ts +120 -0
- package/src/planner/examples/buildHsaPropertyDepth.ts +109 -0
- package/src/planner/examples/buildHsaStealthRetirement.ts +97 -0
- package/src/planner/examples/buildLeanFatFire.ts +109 -0
- package/src/planner/examples/buildLtcShock.ts +62 -0
- package/src/planner/examples/buildMovingStateTax.ts +53 -0
- package/src/planner/examples/buildNoAnnuityBrokerage.ts +92 -0
- package/src/planner/examples/buildRmdIrmaa.ts +55 -0
- package/src/planner/examples/buildSalaryGrowthEscalation.ts +96 -0
- package/src/planner/examples/buildStaticAllocationControl.ts +96 -0
- package/src/planner/examples/buildSurvivorYears.ts +62 -0
- package/src/planner/examples/buildUnderSavedSingle.ts +51 -0
- package/src/planner/examples/exampleCopy.ts +23 -0
- package/src/planner/examples/loadExample.ts +90 -0
- package/src/planner/examples/registry.ts +313 -0
- package/src/planner/explainPanels.tsx +233 -0
- package/src/planner/fields.tsx +381 -0
- package/src/planner/format.ts +33 -0
- package/src/planner/home/DataAndPrivacyCard.tsx +56 -0
- package/src/planner/home/GettingStartedPaths.tsx +46 -0
- package/src/planner/home/GettingStartedReopener.tsx +32 -0
- package/src/planner/home/StartHereLinks.tsx +22 -0
- package/src/planner/home/WelcomeHero.tsx +39 -0
- package/src/planner/home/YourPlans.tsx +72 -0
- package/src/planner/home/importErrorMessage.ts +22 -0
- package/src/planner/home/startHereSlugs.ts +7 -0
- package/src/planner/home/useHomeData.ts +190 -0
- package/src/planner/home/useHomeMode.ts +47 -0
- package/src/planner/householdActions.ts +22 -0
- package/src/planner/insights/InsightCardView.tsx +340 -0
- package/src/planner/insights/InsightsPage.tsx +204 -0
- package/src/planner/insights/categoryLabels.ts +11 -0
- package/src/planner/learnLinks.ts +85 -0
- package/src/planner/marketModelPicker.ts +172 -0
- package/src/planner/optimizePageChart.ts +40 -0
- package/src/planner/optimizePageClaim.ts +64 -0
- package/src/planner/planCompleteness.ts +27 -0
- package/src/planner/planContextCore.ts +26 -0
- package/src/planner/planner.css +2304 -0
- package/src/planner/provenanceLinks.ts +25 -0
- package/src/planner/sections/AccountFields.tsx +872 -0
- package/src/planner/sections/AccountsSection.tsx +89 -0
- package/src/planner/sections/AllocationPanel.tsx +261 -0
- package/src/planner/sections/AssumptionsSection.tsx +256 -0
- package/src/planner/sections/HouseholdSection.tsx +243 -0
- package/src/planner/sections/IncomeFloorSection.tsx +418 -0
- package/src/planner/sections/IncomeSection.tsx +170 -0
- package/src/planner/sections/InsuranceSection.tsx +362 -0
- package/src/planner/sections/SpendingSection.tsx +904 -0
- package/src/planner/sections/StrategySection.tsx +349 -0
- package/src/planner/sections/UpdateBalancesPanel.tsx +182 -0
- package/src/planner/sections/sectionHelpers.ts +48 -0
- package/src/planner/sections/shared.tsx +15 -0
- package/src/planner/sections.tsx +15 -0
- package/src/planner/ssAnalysis.ts +325 -0
- package/src/planner/successBand.ts +20 -0
- package/src/planner/survivorAnalysis.ts +277 -0
- package/src/planner/usStates.ts +19 -0
- package/src/planner/useMcSuccessRate.ts +77 -0
- package/src/planner/useProjection.ts +63 -0
- package/src/relocation/messages.ts +21 -0
- package/src/relocation/relocation.worker.ts +18 -0
- package/src/relocation/runRelocation.ts +17 -0
- package/src/relocation/runner.ts +22 -0
- package/src/report/brandingContext.ts +15 -0
- package/src/report/downloadReport.ts +34 -0
- package/src/report/reportHtml.ts +547 -0
- package/src/routes/LearnRoutes.tsx +46 -0
- package/src/routes/PlanRoutes.tsx +55 -0
- package/src/routes/RouteFallback.tsx +9 -0
- package/src/socialSecurity/breakEven.ts +107 -0
- package/src/socialSecurity/expectedPv.ts +164 -0
- package/src/socialSecurity/explain.ts +92 -0
- package/src/socialSecurity/ficaReturn.ts +81 -0
- package/src/socialSecurity/persistedSsGuard.ts +138 -0
- package/src/socialSecurity/ssFormUtils.ts +48 -0
- package/src/socialSecurity/ssaStatementXml.ts +156 -0
- package/src/socialSecurity/storage.ts +69 -0
- package/src/socialSecurity/survivorSwitching.ts +153 -0
- package/src/testSupport/samplePlan.ts +2 -0
- package/src/workers/run.ts +45 -0
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* Cite-the-authority helper (trust-and-transparency-layer, step 5): turns a
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* `PARAMETER_PROVENANCE` entry into the `source` link a field's ⓘ bubble
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/**
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if (import.meta.env.DEV) throw new Error(`Unknown provenance id "${id}" — see engine/params/provenance.ts`)
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return { label: 'source list', url: '/disclaimer' }
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}
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return { label: entry.publisher, url: entry.url }
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}
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