Retirement Calculator and Savings planner software for individuals or financial advisors

Easy-to-Learn

Easy-to-Use

Quick

Not Complicated

Real-time

Instantaneous


"I have used this software for many years and I really love it. It has been a great planning tool for me." -Jeff Paulson

"Everyone who tries it will want to buy and use it." - Patricia Mull, CPA, PFS

"I regularly use it and it is still the best I have found." -Max Cortner

RetirementView Software
(previously called Retirement Savings Planner)

"Keep It Simple" Retirement Planning for Everyone

- 19th Anniversary Edition -

Learn more about: Personal, Couples, or Professional Edition

QUICK. SIMPLE. VISUAL. Retirement Planning
For individuals and couples: "Do-it-yourself Retirement Planning."
For financial advisors: "No more headaches from complicated software."
So easy anyone can understand it. In less than 15 minutes you can punch in basic data and have the RetirementView calculator generating meaningful and accurate retirement savings projections. Even more important, the easy-to-read charts display in "red" any projected retirement expense shortfall. It's also comprehensive. Unlimited investments. Unlimited cash infusions and income streams. Unlimited Expenses.

This Retirement Savings software takes into account income from Social Security, Pensions, Defined Benefits, other cash infusions, and unlimited Investments both tax-deferred and taxable. This comprehensive retirement calculator is for those saving for retirement as well as those already retired and is much better than "free retirement calculators" that you find on the internet.

Great for: Individuals, Employees, plan participants, Financial Advisors, Insurance Agents, Brokers, Certified Financial planners, CFPs, CPAs, Employee Benefits consultants, TPAs, Plan Sponsors, 401(k) Enrollment Meetings, 401k Education, 403b education, IRA savings, Financial Advisers, Registered Representatives, Registered Reps, IARs

Software Specs: This PC Software runs on all versions of Windows® including Windows 98®, Windows ME®, Windows XP® (Home and Professional), Windows 2000®, Windows NT®, Windows Vista®, Windows7®, and Windows8®. Runs on Mac® now in native mode!Mac Compatible.

Pro Version: is used by financial advisors and insurance agents to educate clients about their retirement picture and to sell LTCi Long Term Care insurance, wealth management services, 401k plans, life insurance, annuities, split annuities, EIA equity indexed annuities, variable annuities, rollovers, reverse mortgages, indexed universal life, and any other product or service that is related to a person's financial retirement picture. Note to B/Ds: Falls under the exception to NASD/FINRA Rule 2210.

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FAQ

PDF Data Sheet Click for the best retirement calculator spec sheet - personal edition

Known Support Issues

Pro Data Sheet Click for top rated retirement calculator spec sheet - professional pro edition

 

Indexed Annuity Software

"Best Indexed Annuity backtesting software available on the market. Without this software you are committing malpractice on a regular basis."

- Timothy J. Turner, JD

 MCP Premium Annuity Illustrations
for Insurance Agents 

"Indexed Annuity ILLustrations, backtesting, ratings, and monte carlo simulations."

For Financial Institutions, Financial Advisors, Insurance Companies, and Insurance Agents: If you sell or recommend Indexed Annuities, Fixed Annuities, Fixed Indexed Annuities, and EIAs/FIAs, then this software is a "must have". How do you know what annuities to recommend? How do the annuities compare to each other? How would a client's investments have performed if they would have had an Indexed Annuity as part of their investment plan?

Advantages: The only Indexed Annuity Rating Service available. The only annuity backtesting system that can compare up to 15 annuities at one time. The only portfolio analysis program that can model Indexed Annuities and a portfolio of mutual funds in the same simulation.

MCP PREMIUM WEB SITE: This software was acquired in May 2009 and is supported on a separate website. Indexed Annuity Credit Method Ratings are currently FREE so visit the MCP Premium site and sign up right now.

Click Here to Visit www.mcppremium.com


WebCalcs for Advisors

WebCalcs® for Advisors
Internet Financial Planning  

"We invented web-based financial planning."

For Financial Advisors, Insurance Agents, CPAs: If you want easy-to-use financial planning that requires no training, requires no updating, and requires no prior expertise, then WebCalcs for Advisors is for you.

Advantages: Low Cost. Creates Instantly Perfect PDF reports customized with your contact info and the client's name. Accurate. Maximum browser compatibility (no Java). Attention to Compliance. Up-to-date to Tax Laws. Proven solution already deployed by Fortune 500 companies.

Click Here to Visit www.webcalcsforadvisors.com


WebCalcs financial calculators for websites

"The software is working great. The servicers love it because it's so easy to use!"

- Mary Ann Brown, AXA/The MONY Group

 WebCalcs® Internet Financial Planning
for Financial Companies  

"We invented web-based financial planning."

For Financial Institutions, Financial Advisors, Benefit Providers, Portals: If your company needs Internet-based financial planning software, then consider our comprehensive and simple to use WebCalcs® software. We brand it to match your website. We host it. We maintain it. You just link to it.

Advantages: Total Visual Customization. Accurate. Maximum browser compatibility (no Java). Attention to Compliance. Up-to-date to Tax Laws. Scaleable to thousands of users. Proven solution already deployed by Fortune 500 companies.

Custom Illustrations: Does your firm need a custom financial planning illustration? Perhaps an annuity rider that you need to do client illustrations for? Maybe it's something related to a product or service that is new for your firm? Call us to discuss what you need. We specialize in creating premium quality systems, fast turnaround, and reasonable pricing.

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PDF Overview Click for Webcalcs financial software overview

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FAQ

PDF Full List Click for list of webcalcs calculators list

PDF RMD and 72t Click for RMD and 72T product sheet

   

PDF College Savings Click for College Savings WebCalcs product sheet

Available WebCalcs Tools FOR FINANCIAL INSTITUTIONS: We offer web-based financial planning systems that cover a whole range of financial planning topics. Our systems can be simple calculators or complex financial illustrations. Reports can be simple or elaborate. We offer low-cost simple versions, as well as higher cost custom versions. Our WebCalcs® software includes systems for:

  • Retirement savings and income
  • Pre-59½ 72t Calculations (avoiding penalty tax)
  • College savings and 529 plan illustrations
  • College cost and tuition data
  • Coverdell education savings
  • Risk Profile questionnaires and quizes
  • Model portfolio illustrations
  • Asset allocation and portfolio optimization
  • Annuity illustrations and projections for specific products and riders (fixed annuity, indexed annuity, variable annuity, and anything related)
  • Portfolio management and value tracking
  • 401(k) retirement savings
  • Cost of waiting to save
  • Effect of Taxes and Inflation
  • Estate Tax Estimator
  • Finding Money for your savings goals
  • Historical Hypothetical Portfolio Performance
  • Impact of Inflation
  • Life Insurance Needs Analysis
  • IRA Eligibility (all types of IRAs)
  • IRA Savings and Goal Analysis
  • IRA Required Minimum Distributions (RMDs)
  • IRA to Roth Conversion
  • Long Term Care Insurance
  • Lumpsum Distributions vs. Rollover Distributions
  • Model portfolio Creation and Comparisons
  • Mortgage Amortization
  • Mutual Fund Expense Calculations
  • Net Unrealized Appreciation of Employer Stock
  • Net Worth Estimator
  • New Value Calculator
  • Pension/Defined Benefit Income estimates
  • Portfolio Allocation Rebalancing
  • Portfolio Return Calculations
  • Portfolio Optimization
  • Paycheck Tax Savings
  • Required Minimum Distribution RMD calculations
  • Retirement Budget and Expense Planning
  • Retirement Income Analyzer
  • Retirement Savings Estimator
  • Risk Tolerance Profile
  • Roth Conversion
  • Roth 401k software and illustrations
  • Roth v. IRA illustrations
  • Short Term Savings goals
  • Social Security benefit estimates
  • Stretch IRA / Legacy IRA illustrations
  • Tax Free Yield calculations

Looking for something not listed? Would you like to discuss your needs or a specific project? Please call us so we can learn more about your business and what you want to accomplish. We can then better make a recommendation of whether we might be able to help you reach your business goals. Please call us for a free consultation.

"The software is working great. The servicers love it because it's so easy to use!"
- Mary Ann Brown, AXA/The MONY Group

 

 
  • Barron's
  • BusinessWeek
  • Financial Advisor
  • Financial Planning
  • FORBES
  • InvestmentNews.com
  • Insurance Marketing
  • Life Insurance Selling
  • Money
  • National Underwriter's
  • Reader's Digest
  • Retirement Income Journal
  • Senior Market Advisor
  • Trusts & Estates
  • USA Today
  • Wall Street Journal

"Thanks! I have enjoyed and used your product for a long, long time."
- Pete Wallner

"Everyone who tries it will want to buy and use it."
- Patricia Mull, CPA, PFS

FREE Updates for one year and over-the-top support for any Retirement Savings Planner purchase. Buy Now to get this deal!

Retirement Income screen shot shows whether you will meet your retirement income goal

 

 

"Love the program. I recommend it to friends frequently."
- Frank Bastien

 

"I have used this software for many years and I really love it. It has been a great planning tool for me."
-Jeff Paulson

 

"It's a terrific tool, with two key strengths being (1) the clarity of the graphs and output; and, (2) the ability to plan top-down, bottom-up, or in-between. Very flexible. I did a bit of research on other software and your program is the best value by far."
- Ken Anderson

 

"I regularly use it and it is still the best I have found."
-Max Cortner

 

"I just purched the couples edition. I think that it is fantastic. I am 62 and I'm sure you'll be getting several orders from all my friends who I tell how great it is. ... A few months ago I spent over $3000 with a financial planner whose program wasn't HALF as good as yours."
-Joe Kelliher

 

Retirement Planning for Consumers

 

Financial Planning for Advisors

 

WebCalcs® Software

 
 

Build a Plan for Your Retirement Quickly and Easily! Explore Info

FORBES Retirement
Guide:
"Simple, easy-to-use retirement planning software"

 

Tools for Financial Advisors and Agents - Explore Info

Retirement software that Keeps It Simple.. quit confusing your clients!

 

Financial Calculators for Websites - Explore Info

Customizable, Branded, Web-based Financial Calculators for Websites, Financial Companies and Advisors!

 
 

Info | Download | Video Tour | Buy Now

 

Info |Download | Video Tour | Buy Now

 

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As Seen In...

Barron's
BusinessWeek
Financial Advisor
Financial Planning
FORBES Magazine
InvestmentNews.com
Insurance Marketing
Money
National Underwriter's
USA Today
Trusts & Estates Magazine
Wall Street & Technology

Benefits for Members Of...

AICPA American Institute of Certified Public Accountants
NAIFA National Association of Independent Financial Advisers
CFP® Certified Financial Planner
SCRFA Society of Certified Retirement Financial Advisors
CSA Society of Certified Senior Advisors
FPA Financial Planning Association
IMCA Investment Management Consultants Association
SFSP Society of Financial Service Professionals
SHRM Society of Human Resources Professionals
SMA Senior Market Advisor

If you tried or heard of:

Quicken®
Quicken® Financial Planner (discontinued)
Vanguard® Retirement Planner (discontinued)
Plan Retirement Quick & Easy
RetireReady™ Deluxe
T Rowe Price® Retirement Planner (discontinued)
Microsoft® Money®
Fidelity® Retirement Planner

Then try our Retirement View, Personal or Couples Edition

If you tried or heard of:

BetaVest™ Case Management System
Circle of Wealth
eMoney
Financial Profiles Professional
Financial Profiles Forecaster
InsMark
LEAP
MCP Premium Software
Methusela Software
Methuselah Software
Mathusela Software
Mathuselah Software
Money Guide Pro Software
MoneyTree Easy Money Software
Money Tree Retirement Solutions
MoneyTree Golden Years
Money Tree Silver Financial Planner
Retirement Income Navigator™
Brentmark Software RetireNow™
Naviplan Financial Planning Software
Harvest Time Harvest-Time HarvestTime HarvestTime.net
Still River RetirementWorks®
Financeware
FinanceLogix®
Financial Engines
The Shield

Then try our Retirement View, Professional Edition or our WebCalcs for Advisors

If you are a member of or heard of:

AARP®
American Association of Retired Persons
SSA Social Security Administration
NAIC National Association of Investors Corporation
AAA American Automobile Association
1000 Churches Connected

Then try our RetirementView, Personal or Couples Edition

Do you read or have you heard of:

Bloomberg.com Personal Finance
BusinessWeek Magazine
Forbes Magazine
Fortune Magazine
Investors Business Daily
InvestmentNews.com
Kiplinger's Personal Finance
Kiplinger's Retirement Report
Money Magazine
SmartMoney Magazine
Wall Street Journal
Free-Retirement-Checkup.com
Where to Retire Magazine

Then try our RetirementView, Personal or Couples Edition

If you are a member of or heard of:

AALTCI American Association for Long-Term Care Insurance
AICPA American Institute of Certified Public Accountants
AIFA Association of Independent Financial Advisers
CFP® Certified Financial Planner
SCRFA Society of Certified Retirement Financial Advisors
CSA Society of Certified Senior Advisors
FPA Financial Planning Association
IARFC International Association of Registered Financial Consultants and Registered Financial Consultant RFC designation
IMCA Investment Management Consultants Association
InFRE International Foundation for Retirement Education
MDRT Million Dollar Round Table
NAFCU National Association of Federal Credit Unions
NAIFA National Association of Insurance and Financial Advisors
NAILBA National Association of Life Brokerage Agencies
NAPFA National Association of personal Financial Advisors
SFSP Society of Financial Service Professionals
SHRM Society of Human Resources Professionals
SMA Senior Market Advisor
SIAA Strategic Independent Agents Alliance

Then try our RetirementView, Professional Edition or our WebCalcs for Advisors

Do you read or have you heard of:

401kHelpCenter.com
401kWire.com
Advising Boomers: The Financial and Lifestyle Resource for Trusted Advisors
Agent's Sales Journal: The How-To Resource for Insurance Producers
American Agent & Broker Magazine: The Publication for Insurance Agency Success
Barron's
BusinessWeek
CPA Technology Advisor
Financial Advisor Magazine
Financial planning Magazine
Fortune Magazine
InvestmentNews.com
Insurance Marketing Magazine
Investors Business Daily
Journal of Financial Planning: Expanding the Body of Knowledge in the Financial Planning Profession
Life & Health Magazine
Life Insurance Selling Magazine: The Magazine for Top Life, Health and Financial Services Producers
National Underwriter
Senior Market Advisor Magazine
LTC e-Wire Newsletter: LTCi related tips and info.
Registered Rep Magazine:The Source for Investment Professionals
TechDecisions Magazine: Inspiring Insurance IT Leadership
Ticker Financial Magazine
Trusts & Estates Magazine
Wall Street & Technology Magazine

Then try our RetirementView, Professional Edition or our WebCalcs for Advisors

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