About Retiree Toolkit

Retiree Toolkit keeps the retirement figures that change every year in one place, each one read from the agency that sets it and shown next to the year before.

How a number gets onto this site

1. It is read from the official document: a Social Security fact sheet, a Medicare or CMS page, or an IRS notice, revenue procedure or publication.
2. A copy of that document's text is saved with the date it was read.
3. Tables are extracted from the saved copy by a program, and the arithmetic inside them is checked. For example, each tax bracket's printed starting tax has to equal the tax on the brackets below it.
4. Figures entered one at a time are tied to the exact sentence they came from. An automated check fails if that sentence is not in the saved copy.
5. Each calculator is tested against a worked example published by the agency itself, such as the filled-in Worksheet 1 in IRS Publication 915.

Every page lists its documents and the date each was read. The full list is on the sources page.

What this site does not do

It does not give tax, legal or financial advice, and it does not know your circumstances. When a figure has not been published yet, the page says so and does not show an estimate in its place. The amount you are actually paid or owe is decided by the agency.

Who runs it

Retiree Toolkit is published by Correia Virtus LLC. It is an independent website. It is not affiliated with, endorsed by, or connected to the Social Security Administration, the Centers for Medicare & Medicaid Services, the Internal Revenue Service, or any other government agency.

Report a mistake

If a number here differs from the official document, write to support@correiavirtus.com with the page and the figure. Corrections are made against the source document.