Calibrate retirement contributions: targets, SS reconciliation, and QRF imputation#554

Merged

MaxGhenis merged 21 commits intomainfrom

calibrate-retirement-contributions

Mar 4, 2026

Commits on Mar 4, 2026

Fix and add retirement contribution calibration targets

PavelMakarchuk
and
claude
committed
Fix RETCB_VAL allocation to use proportional split

PavelMakarchuk
and
claude
committed
Add Roth calibration targets and fix traditional 401(k) target

PavelMakarchuk
and
claude
committed
Reconcile SS sub-components after PUF imputation

authored and
PavelMakarchuk
committed
Use age heuristic for new SS recipients in reconciliation

authored and
PavelMakarchuk
committed
Use QRF to predict SS sub-component split for new recipients

authored and
PavelMakarchuk
committed
Use QRF for all PUF SS records, not just new recipients

authored and
PavelMakarchuk
committed
Add towncrier changelog fragment

authored and
PavelMakarchuk
committed
Drop formula variables from dataset, add integrity tests

authored and
PavelMakarchuk
committed
Format test file with black

authored and
PavelMakarchuk
committed
Fix black formatting for CI (26.1.0)

authored and
PavelMakarchuk
committed
fixup! Fix black formatting for CI (26.1.0)

MaxGhenis
authored and
PavelMakarchuk
committed
Also drop adds/subtracts variables from dataset

authored and
PavelMakarchuk
committed
Train QRF for retirement contributions on PUF clone half

PavelMakarchuk
and
claude
committed
Expand retirement QRF predictors and add validation script

PavelMakarchuk
and
claude
committed
Add QRF failure safety net and edge-case tests

PavelMakarchuk
and
claude
committed
Fix conftest mocking microimpute when it is installed

PavelMakarchuk
and
claude
committed
Address PR review: consolidate limits, improve logging, de-duplicate

PavelMakarchuk
and
claude
committed
Cap SE pension and fix IRA gate for dual-income / SE-only filers

PavelMakarchuk
and
claude
committed
Rebase on main: use shared get_retirement_limits() from PR #566

PavelMakarchuk
and
claude
committed
Update uv.lock for version freshness

PavelMakarchuk
and
claude
committed

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Calibrate retirement contributions: targets, SS reconciliation, and QRF imputation#554

Calibrate retirement contributions: targets, SS reconciliation, and QRF imputation#554
MaxGhenis merged 21 commits intomainfrom
calibrate-retirement-contributions

Commits on Mar 4, 2026

Fix and add retirement contribution calibration targets

Fix RETCB_VAL allocation to use proportional split

Add Roth calibration targets and fix traditional 401(k) target

Reconcile SS sub-components after PUF imputation

Use age heuristic for new SS recipients in reconciliation

Use QRF to predict SS sub-component split for new recipients

Use QRF for all PUF SS records, not just new recipients

Add towncrier changelog fragment

Drop formula variables from dataset, add integrity tests

Format test file with black

Fix black formatting for CI (26.1.0)

fixup! Fix black formatting for CI (26.1.0)

Also drop adds/subtracts variables from dataset

Train QRF for retirement contributions on PUF clone half

Expand retirement QRF predictors and add validation script

Add QRF failure safety net and edge-case tests

Fix conftest mocking microimpute when it is installed

Address PR review: consolidate limits, improve logging, de-duplicate

Cap SE pension and fix IRA gate for dual-income / SE-only filers

Rebase on main: use shared get_retirement_limits() from PR #566

Update uv.lock for version freshness