Personal vs. Couples vs. Professional Edition
Personal
Edition

Couples
Edition

Professional
Edition
ALL PRICING FOR NEW CUSTOMERS AND RENEWALS (Win/Mac) - SEE OUR ONLINE ORDER FORM
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Renewals after the First Year (Win/Mac) - SEE OUR ONLINE ORDER FORM
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Quick, Simple, Visual retirement planning
Print Detailed Reports
Export Data to Excel
Email and Phone Support
Enter unlimited number of investments
Number of retirement plans you can create
1
1 with spouse
unlimited
Enter Personal Data for Spouse Separately  
Specify Owner of Investments as You/Spouse  
Continue Contributions and Returns after One Spouse retires and the other keeps working  
Enter Separate Social Security and Pension values for each Spouse  
View Spouse Combined Retirement Income analysis  
Print Spouse information on Detailed Report  
Customize printed reports with name, company, and contact info
 
 
Customize disclaimers on printed report
 
 
Life Insurance Needs Calculation    
Added Savings Solver (additional savings required to eliminate shortfalls)    
Required Minimum Distribution Calculations
Add digital photo of clients to Client info
Generate Built-in Social Security Estimate for Spouse
Updated application "look" to reduce the "boring gray" syndrome that plagues most financial software applications.
Updated Built-in Social Security estimate to use Average Wage Indexing series for building past earnings history. This makes the estimate more accurate when comparing to the Quick Calculator on SSA.gov and also makes the estimate more conservative (i.e. estimate is lower)
Installs and Runs on Windows® XP,Vista®, Windows7®, Windows8® and on Mac® Computers