Features For Each Version

Feature

Basic Individual Version

Advanced Individual Version

Deluxe Individual Version

Advisor Version

Cost (First Year)
$209
$249
$299
$799
Cost (Annual Renewal)
$149
$199
$249
$799
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
Minimizes Taxes By Withdrawing From Taxable Accounts First
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
Income Planning Analysis
Monte Carlo Analysis
Net Worth Statement
Allows Modification of Multiple Variables Simultaneously
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 ($89 Add-On Charge)
N/A
Option For One-On-One Customized, Expert Planning 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