Functions in All Versions
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Main Screen - Retirement Savings Graph: View accumulating savings and investments up to start of retirement as well as during retirement when it typically is spent down. |
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Main Screen - Retirement Income Graph - most powerful view; see whether various income sources and investments can provide enough retirement income each year to meet your income needs. Red means you have "run out of money". |
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Main Screen - Retirement Spreadsheet - view the detailed year-by-year numbers in an easy-to-read spreadsheet style grid. |
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Add Unlimited Investments - add unlimited number of investments. You enter the Description, Value, Estimated Returns, and Tax Type. Software will then calculate totals and blended returns for each type of investment. |
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Add Various Retirement Cash Infusions - add unlimited cash infusions including things like part-time job, retirement severance, sell or downsize your home, deferred compensation, rental property income, spouse continues working, multiple pensions or other defined benefits, annuity payments, inheritances, sale of business, etc. You can enter anything you want as the description and control when the expense is added to the calculations. |
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Add Various Special Expenses - add unlimited special expenses above and beyond your inflated retirement income needs goal including things like 72t payments, college funding, long term care costs, long term care insurance, medical costs, buy an RV, big travel or vacations, purchase of beach home, etc. You can enter anything you want as the description and control when the expense is added to the calculations. |
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Paycheck Tax Savings Tool - model the affect on a paycheck of tax deferred savings and see how Uncle Sam will pick up part of the tab of your retirement savings |
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Goal Savings Tool - a simple tool to calculate what it takes to save for a specific goal in the future |
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Understandable Printed Reports - here is a sample printed report formatted as a PDF document  |
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Couples Version Additions to include your Spouse
Professional Version Additions
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"I downloaded and tried a lot of other programs on the Internet, but they
were confusing and cumbersome. I was turned off before I had barely
started. The visual nature of [Retirement Savings Planner] draws you in because it is a lot easier to understand. It's not complicated and cumbersome like the other software programs I tried."
- Geoffrey Smith
Whether you are an individual or a couple, we have the perfect product to meet your needs.
"I think this software is awesome. There's no way a person can accurately predict, much less visualize, what their retirement savings and expenses will be without a tool like this. Seriously, high schools should teach a personal finance class using your product."
- Jerry Gipson, July 24, 2008
"I've had the program for several years...It's a great piece of software.
I am as pleased with the customer service as I am with the software."
- Richard Joesting, June 3, 2008
"Love the program. I recommend it to friends frequently."
- Frank Bastien, April 12, 2008
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