Torsalis
A web planner for retirement withdrawals that accounts for taxes and sale schedules by holding
SITE CAPTUREBased on information published on the service's website. Selection and review policy
WHAT IT DOES
What does it do?
Torsalis calculates what remains after applying growth rates, sale schedules, and taxes to individual holdings rather than an entire account. Users can set sale schedules based on fixed amounts or price conditions and compare tax-efficient sale orders. Calculations run in the browser, and the site says the full planner is available free without signup.
KEY FEATURES
Key features
- Calculate growth and after-tax withdrawals by holding
- Schedule sales by fixed amount or price conditions
- Compare tax-efficient sale orders
- Monte Carlo analysis accounting for volatility and correlation shocks
EDITOR'S NOTE
Why did it stand out?
It focuses on how to turn concentrated holdings into cash for retirement. Its treatment of growth rates, cost bases, and taxes by holding alongside calendar- or price-based sale plans is specific.