Calculates if and when retirement funds will run out
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| Uses updated federal tax laws |
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Imports and links investment accounts
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Updates investment holdings and balances daily
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Calculates probability of plan success via Monte Carlo analysis
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Accounts for required minimum distributions
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Handles complex Social Security rules and taxes
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| Handles all investment types |
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Models transfers to Roth IRAs
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Runs what-if scenarios to show what happens when multiple assumptions change
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Provides support from qualified financial experts
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Allows for income planning and insurance planning
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| Simulates real estate income and sales accurately |
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| Allows for creating and saving multiple plans |
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Includes solving tool that finds exact changes needed to meet a goal
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Offers one-on-one customized help and advice from an expert planner
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