“Playbook estimates it can help boost net worth by about $1.3 million.”
Lucinda Shen, Fortune Magazine
This is an estimate of what additional wealth Playbook customers can create by maximizing their tax advantages. Our methodology consists of aggregating what you save each month, across all accounts, and then primarily focusing on maximizing tax-advantaged accounts; next, we focus on investing the excess money in after-tax accounts. The assumed performance across all accounts is the same; in line with long-term US equity returns. Differences in performance are mainly due to tax advantages (e.g. deferral or avoidance of gains, capital gains tax, etc.) or putting more money into after-tax investment accounts versus cash. Playbook does not assume that it would manage funds in any way that deviates from long-term return expectations of the broader US stock market; Playbook does not seek to "beat the market”.
“I was amazed when Playbook showed me how much money I was missing out on. I’m sold.”
Erendira O., Startup Sales, San Francisco, CA
Playbook Impact +$5,600/yr
“Gosh, I love feeling like I’m doing the best things for my money.”
Hannah C., Public Policy Director, Denver, CO
Playbook Impact +$3,800/yr
“I've always saved and invested, but a tax-advantaged system like Playbook is an absolute game changer.”
Khizer H., Startup Sales, Davis, CA
Playbook Impact +$6,300/yr
“A financial advisor or Playbook? Playbook every time. An awesome app at a fraction of the price.”
Paul V., Entrepreneur, San Francisco, CA
Playbook Impact +$7,300/yr
Building wealth is a compounding
game. If you avoid paying 20%+ in taxes, it can supercharge your year-over-year earnings and increase your net worth over your lifetime.
PSA: Your tax advantages expire every year.
If you miss a year, you’ll never get those dollars back — that takes a huge toll on your net worth. Don’t wait another year.
You simply connect your bank accounts and Playbook builds a plan to hit your goals and maximize your tax advantages.
We also make it easy to review your plan, track progress, and make changes at any time.
Here’s the catch: This is time sensitive. If you don’t max out all your tax advantages today, those opportunities won’t roll over next year.
One of the most critical parts of your plan is maxing out your tax-advantaged accounts.
Playbook finds the earnings and tax opportunities you’re missing out on. Then we incorporate them into your plan so you can get the most out of every dollar you save.
When you’re ready, you’ll set up monthly transfers to carry out your plan. You make the key decisions, and we’ll automate them for you.
Playbook will route your extra savings into the most beneficial accounts each month — and if your tax eligibility changes, we’ll adjust to fill in the gaps.
The best part? You don’t have to change your lifestyle or spending at all.
Woohoo! Now that you’ve made the best choices for your money, you can focus on living a full, meaningful life.
You won’t have to wonder if you’re doing the best things for your money. It’s happening automatically.
The sooner your start, the more time your money has to grow.
We built Playbook for people making over $100k per year.
Beating the stock market is hard, but beating the tax man easy. Playbook focuses on optimizing your taxes and putting your money in the right places automatically. With compounding, tax-free returns, you’ll be in the fast lane to financial freedom.
Every year, the government gives you opportunities to grow your money and pay less in taxes — made possible by tax-advantaged accounts like 401(k)s, IRAs, Roth IRAs etc.
These tax opportunities expire every year. If you delay (even just one year) on filling those accounts, you’ll miss out on decades of compounding interest and an unbelievable opportunity to build wealth.
On the flipside, the sooner you start maxing out those accounts, the more likely it is that you’ll reach financial freedom sooner with the most money possible.
Playbook costs $19/month.
And we're not like other apps, we're a cool app. We’ll never charge hidden fees and you can cancel anytime.
Privacy and security are our top priority. We keep your financial information safe with bank-level security, 256-bit SSL encryption, and read-only access.
Translation: Your personal information is safe and secure with Playbook.
Nope! You can use Playbook and all its features from a web browser on your computer or smartphone.
Stay tuned, a mobile app is coming.