Comment by greedo

I ran a quick experiment with Claude and Perplexity, both free versions. I input some retirement info (portfolios balances etc), my age, my desired retirement age etc. Simple stuff that a financial planner would have no issue with. Perplexity was very very good on the surface. Rarely made an obvious blunder or error, and was fast. Claude was much slower and despite me inputting my exact birthdate, kept messing up my age by as much as 18 months. This obviously screws up retirement planning. I also asked some questions about how RMDs would affect my taxes, and asked for some strategies. Perplexity was convinced that I should do a Roth conversion to max up to the 22% bracket, while Claude thought that the tax savings would be minimal.

Mind you, I used the EXACT same prompts. I don't know which model Perplexity was using since the free version has multiple it chooses from (including Claude 3.0).