CliffEdgeENGINE

Features

Every cliff, visible. Every formula, open.

CliffEdge is not a financial planner. It is a constraint visualizer — purpose-built for the DIY retiree who wants to understand exactly where the lines are, with the full math shown at every step. CliffEdge is not registered as an investment adviser or broker-dealer and does not hold itself out as one. Nothing on this page is a recommendation to buy, sell, convert, withdraw, or otherwise transact in any asset or account.

01

Seven Real-Time Cliff Gauges

Enter your income sources and watch seven gauges update instantly. Each gauge shows your current MAGI position relative to its cliff threshold — safe, approaching, or triggered. The gauges respond live as you dial income up or down.

Live updatesColor-coded statusAll 7 cliffs
02

Show Your Work

Every calculation shows the complete step-by-step formula: which inputs were used, which IRS or CMS rule was applied, and the exact arithmetic that produced the result. No number appears without an explanation. This is the feature no competitor offers.

Full formula tracePlain-English stepsSource citations
03

Roth Conversion Slider

Dial a Roth conversion amount and see all seven cliffs update simultaneously. The slider makes it immediately obvious where the conversions start costing more than they save — the exact inflection point visible before you act.

Real-time feedbackMulti-cliff viewBefore/after comparison
04

Widow / Survivor Simulator

When a spouse dies, the tax situation changes dramatically: narrower brackets, lower IRMAA thresholds, and a sudden filing status change from MFJ to Single. The survivor simulator shows the before/after impact on every cliff. No other tool models this.

MFJ vs SingleIRMAA impactBracket change
05

MAGI Headroom Calculation

CliffEdge computes exactly how many dollars of additional MAGI headroom you have before each cliff triggers. Not an approximation — the precise dollar amount, calculated from the same formulas the IRS uses, displayed alongside the cliff threshold.

Dollar-precisePer-cliff headroomThreshold comparison
06

Local-First. No Income Data Stored.

All calculations run in your browser — your income and tax numbers are never sent to our servers, including when you save a profile or create a Shared Link. No account is required to use any cliff gauge. An optional free account stores only your email address, used for annual tax-bracket update notices when CMS and IRS publish new figures.

Browser-localNo income data storedAccount optional
07

Versioned Tax Tables

Every threshold is sourced from IRS, CMS, and HHS publications and stored in versioned JSON tables — never hardcoded. Each entry includes the source URL and the date it was last verified. When thresholds change annually, we update the tables.

IRS / CMS / HHSAnnual updatesTraceable to source

All seven cliffs modeled.

Each cliff is computed from its own formula with its own MAGI definition. ACA MAGI and IRMAA MAGI use different add-back rules — CliffEdge keeps them separate and shows each calculation independently.

01ACA Subsidy Cliff (400% FPL)
02IRMAA Medicare Surcharges (6 tiers)
03Tax Torpedo (Social Security taxation)
04OBBBA Senior Deduction Phase-Out
05Widow Penalty (survivor filing status)
06Net Investment Income Tax (NIIT)
07LTCG Rate Jump (0% → 15%)

See it in action.

No card. No advisor. Takes 60 seconds.