Easy-to-Learn

Easy- to-Use

Quick

Not Complicated

Real-time

Instantaneous

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 retirement planning program is for those saving for retirement as well as those already retired.

90 DAY MONEY BACK GUARANTEE: All of our software comes with a 90 Day Money Back Guarantee. We know you'll not just like but will love our software.

Learn more about: Personal/Couples Editions or Professional Edition
Download FREE Demo or View Video Tour!

QUICK. SIMPLE. VISUAL.
For individuals/couples: "Do-it-yourself Retirement Planning."
For 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 Retirement Planner generating meaningful and accurate retirement savings projections. Even more important, the easy-to-read charts display in "red" any projected shortfall. It's also comprehensive. Unlimited investments. Unlimited cash infusions and income streams. Unlimited Expenses.

Great for: Individuals, Employees, plan participants, Financial Advisors, Insurance Agents, Brokers, Certified Financial planners, 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® and Windows Vista® ready now.

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.

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

- Mary Ann Brown, AXA/The MONY Group

"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.

	TRY DEMOS		Overview		ROI Analysis
	PDF Overview		Support		FAQ
	PDF Full List		PDF RMD and 72t
			PDF College Savings

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