CliffEdgeENGINE

About

We built the tool we couldn't find.

CliffEdge is a constraint visualizer for retirement income. It shows retirees exactly how much MAGI headroom they have before crossing a tax cliff — with every formula and step fully visible. No black boxes. No recommendations. Just the math.

Seven invisible thresholds. One wrong move.

Mass-affluent retirees managing their own IRAs face seven income thresholds that most tax software doesn't model. Cross one — through a Roth conversion, a one-time sale, or even a dividend — and the cost is sudden and permanent.

These cliffs are driven entirely by MAGI. A single Roth conversion can trigger all seven simultaneously.

01

ACA Subsidy Cliff

Pre-65 early retirees

Up to $12,000/yr
02

IRMAA Medicare Surcharges

Age 65+, Medicare enrollees

Up to $11,000/yr per couple
03

Tax Torpedo

SS recipients planning Roth conversions

SS goes 0% → 85% taxable
04

OBBBA Senior Deduction Phase-Out

Age 65+, MAGI $75K–$175K

$6,000 deduction erodes to zero
05

Widow Penalty

Surviving spouses

$5,000–$15,000+/yr tax increase
06

Net Investment Income Tax

Higher earners with investment income

3.8% on net investment income
07

LTCG Rate Jump

Retirees with dividends or capital gains

Gains jump from 0% → 15%

What makes CliffEdge different.

01

Constraint visualization, not optimization

CliffEdge shows you where the lines are. It never tells you what to do. The goal is for you to understand your situation completely — not to trust our answer.

02

Show Your Work, always

Every calculation renders the full step-by-step math. No black boxes. No "our algorithm says." Every number traces back to a formula and a primary source.

03

Built on public data

Every threshold comes from IRS, CMS, and HHS publications, stored in versioned JSON tables we update annually. When you use CliffEdge, you can trace every number back to a primary source.

04

Local-first, forever

Calculations run in your browser. Your income data is never sent to our servers, whether you're using the calculator, saving a profile, or creating a Shared Link.

Ready to see your cliffs?

Takes 60 seconds. No card. No advisor.