This Retirement Savings software takes into account income from Social Security, Pensions, Defined Benefits, and unlimited Investments both tax-deferred and taxable. This program is for those saving for retirement as well as those already retired.

Personal Edition | Professional Edition
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"So easy anyone can use 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.

Great for: Individuals, Financial Advisors, Brokers, Certified Financial Planners, CPAs, Employee Benefits consultants, TPAs, Plan Sponsors, 401(k) Enrollment Meetings

"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.

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

Available Tools: 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
- 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
- Net Unrealized Appreciation of Employer Stock
- Net Worth Estimator
- New Value Calculator
- Pension/Defined Benefit Income estimates
- Portfolio Allocation Rebalancing
- Portfolio Return Calculations
- Paycheck Tax Savings
- Required Minimum Distribution calculations
- Retirement Budget and Expense Planning
- Retirement Income Analyzer
- Retirement Savings Estimator
- Risk Tolerance Profile
- Roth Conversion
- 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.