Plan Levels

From retirement planning previews to advanced Quark2Quanta strategy modules, each level provides a different depth of analytical access.

Feature / AccessPublic AccessRetirement Planner PreviewStrategy PlannerQ2Q Strategy LabQ2Q Advanced Strategies
Access LevelLevel 0Level 1Level 2Level 3Level 4
CostFreeFree registrationEntry-level paidMid-level paidPremium paid
Website educational content✅✅✅✅✅
Azure-side application access❌Limited✅✅✅
Standard retirement planning programs❌Preview✅✅✅
IRA / Roth planning examples❌Limited✅✅✅
RMD projection❌Limited✅✅✅
Social Security tax interaction❌Limited✅✅✅
Multi-year scenario comparison❌Limited✅✅✅
Advanced planning tools❌❌✅✅✅
Proprietary Q2Q strategy modules❌❌❌✅✅
Portfolio-outcome scenario analysis❌❌❌✅✅
Advanced optimization tools❌❌❌❌✅
Premium strategy modules❌❌❌❌✅
Professional / commercial use❌❌❌Contact UsContact Us

This level is designed for users who want to understand how the Quark2Quanta retirement tools work before choosing a paid plan.

Strategy Planner is designed for individuals and households who want deeper retirement modeling beyond the basic preview level.

Q2Q Strategy Lab is designed for users who want to explore coordinated retirement, tax, withdrawal, Roth-conversion, and portfolio-growth scenarios using Quark2Quanta strategy logic.

Q2Q Advanced Strategies is designed for users who want access to the highest level of Quark2Quanta modeling, including premium strategy tools, advanced optimization, and expanded long-term retirement-outcome analysis.

For CFP® professionals, and Tax professionals, financial advisors, firms, institutions, and commercial users.

Professional and commercial use requires a separate access arrangement. This may include advisor workflows, multiple household or client cases, commercial licensing, institutional use, expanded reporting, and additional terms of use.

Professional and commercial access is not part of standard individual registration.
Please contact Quark2Quanta for separate access terms.