Features For Each Version


Basic Individual Version

Advanced Individual Version

Deluxe Individual Version

Advisor Version

Cost (First Year)
Cost (Annual Renewal)
Import & Link Investment And Bank Accounts*
Updated Tax Laws Annually
Updated Social Security Rules Annually
Takes Into Account Your Tax Bracket
Allows Modification Of The Inflation Rate
Differentiates Among Capital Gains, Dividends, And Interest Income
Takes Into Account Taxable,Tax-Deferred, And Tax-Free Accounts
Allows Transfer Of Social Security And Pension Payments To Spouse Or Partner
Program Can Estimate Social Security Payments
Input Any Cashflows, Such As Home Sale, Rental Income, Insurance Proceeds, etc.
Allows Any Tax Rate And Inflation Rate For Cashflow Inputs
Allows Any Non-Recurring Expenses, Such As College For Children, Vacation Home, etc.
Allows Any Inflation Rate For Goals And Non-Recurring Expenses
Track All Investment Gains, Investment Values, Expenses, And Shortfalls Through Time
Deferred Compensation: Accurately Model Contributions, Payouts, And Taxes For Deferred Compensation
Income Planning Analysis
Monte Carlo Analysis
Net Worth Statement
Allows Modification of Multiple Variables Simultaneously
Withdraw Funds Out Of Accounts In Any Order To Minimize Taxes
Bear Market Scenarios
Federal Income Tax Scenarios
Roth Conversion Scenarios
Asset Allocation Scenarios
Historical Data & Performance For Your Investments
Solving Tool That Quickly Finds The Exact Changes Needed To Attain A Goal
Life Insurance Planning And Analysis
Long-Term Care Insurance Planning And Analysis
Scenarios And Ideas To Help You Home In On Solutions To Retirement Hurdles
Professional Report That Can Exported
Customize Reports And Create Report Templates
Vary Total Return Assumptions Through Time
Input Any Inflation Rate For Any Year
Unlimited Number Of Retirement Plans/Clients
Use Your Own Logo In Reports*
Individual Version Option For Creating And Saving Multiple Plans (Add-On Charge Applies)
Option For One-On-One Customized, Expert Software Help
Email Support
Phone Support
Online Fact Finder/ Questionnaire For Prospects And Clients (Directly Emailed To Advisor)
Allow Information From Online Fact Finder To Auto-Populate A Financial Plan*

* Add on charge for Advisor version.