Help

Everything you need to get the most out of RetireRange. New here? Start with Getting started.

Have a specific question in mind? See How to answer your retirement questions — a map from your question to the fastest way to answer it.

Get going

• Getting started — what to gather and your first simulation
• Understanding your results — how to read and act on what you see
• Glossary — plain-language definitions

Setting up your plan (the tabs)

• Household tab — people, dates, Social Security, mortality, Medicare
• Accounts tab — account types, balances, contributions
• Assumptions tab — returns, volatility, inflation, CAGR vs. arithmetic, bootstrap
• Strategy tab — withdrawal method, allocation, medical, advanced features
• Results tab — running a simulation and what’s on the tab
• Compare tab — head-to-head strategy comparison on shared market sequences
• Reference Data tab — the tax, RMD, and Medicare tables behind your results

Exploring and optimizing

• Sensitivity Analysis — which assumptions matter most (tornado chart)
• What-If Quick Calculator — instant, single-path estimates
• Historical backtest — replay your plan against 1928–2025 markets
• Scenarios & the baseline — saving, comparing, and keeping your plan current
• The Optimizer — let RetireRange search the best decisions for you

The decisions that matter

Weighing one of these? How to answer your retirement questions maps each decision to the fastest way to explore it.

• Social Security
• Taxes
• RMDs
• Roth conversions
• Health insurance bridge
• Surviving spouse & mortality
• Other income: pensions, annuities & property
• Life insurance

Scenario recipes

Quick recipes — change one thing, run, and compare. Start with the pattern behind all of them, or jump straight in:

• Am I safe to retire?
• See if I can retire early · Delay retirement a couple years
• Stop contributing to my 401(k) · Collect Social Security early
• Spend more in retirement · Market returns disappoint
• My spouse dies first · Move in retirement
• Make a big one-time purchase or gift · Live to 100
• Healthcare costs more than expected · Downsize my home
• Work part-time in early retirement · Use my HSA as a "stealth IRA"

Optimize a specific decision

• Answer common questions with the Optimizer — question-first playbook
• Social Security claiming ages · Withdrawal rate & method
• Roth conversion amounts · Account allocation · Where & when to move

Good to know

• Limitations — what the model does not do
• Exports & sharing — PDF, spreadsheet, slides, and emailing results
• Managing your subscription — billing, cancellation, referrals
• Contact & support — how to reach us, and where to look first