Products

Now with Portfolio Optimization -
Includes historical returns for international equities

Retirement Wealth Planner™ - is the fastest, easiest way to create multi-scenario, high level financial simulations without sacrificing flexibility. The simple spreadsheet template handles tax-qualified and non-qualified investments, life insurance needs, multiple investment horizons, pre-retirement and post retirement cash flows and goal funding.

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Features

• Side by side comparison of three separate scenarios
• The only retirement planning software with Draw Down Risk Analysis
• Monte Carlo based Portfolio Optimization
• Projections based on historical market returns
• 75+ year historical data for inflation and ten asset classes including;
  • Cash
  • Mid-term government bonds
  • Long-term government bonds
  • Long-term corporate bonds
  • S&P 500
  • US Large Cap Growth Stocks
  • US Large Cap Value Stocks
  • US Small Cap Growth Stocks
  • US Small Cap Value Stocks
  • Foreign Stocks
• Integrated Cash flow and goal based planning
• Life Insurance Needs Calculation
• Retirement account projections, including Social Security and Roth IRAs
• Automatic Minimum Distribution Requirement compliance
• Macro Manager for quick “Solve It” functions
• Automated report generation
• Easy data entry
• Integration with Microsoft Office Suite applications

Requires Microsoft Excel™