| Annual Cost | $229
| $289
| $1,049
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| Import and Link Investment and Bank Accounts* |
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| Manually add Investments and Underlying Holdings |
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| Updated Tax Laws Annually |
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| Updated Social Security Rules Annually |
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| Takes Into Account Your Tax Bracket |
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| Vary Projected Inflation Rates Over Time |
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| Differentiates Among Capital Gains, Dividends, and Interest Income |
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| Takes Into Account Taxable, Tax-Deferred, and Tax-Free Accounts |
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| Calculates Medicare Premiums Based on Income and IRMAA Rules |
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| Program can Estimate Social Security Payments |
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| Input any Cashflows, Such as Home Sale, Rental Income, Insurance Proceeds, etc. |
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| Allows any Tax Rate and Inflation Rate for Cashflow Inputs |
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| Allows any Non-Recurring Expenses, Such as College for Children, Vacation Home, etc. |
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| Allows any Inflation Rate for Goals and Non-Recurring Expenses |
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| Track all Investment Gains, Investment Values, Expenses, and Shortfalls Through Time |
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| Deferred Compensation: Accurately Model Contributions, Payouts, and Taxes for Deferred Compensation |
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| Income Planning Analysis |
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| Monte Carlo Analysis |
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| Net Worth Statement |
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| Allows Modification of Multiple Variables Simultaneously |
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| Withdraw Funds out of Accounts in any Order to Minimize Taxes |
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| Bear Market Scenarios: See How Your Portfolio and Plan Hold up Under Various Historical Recessions |
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| Federal Income Tax Scenarios |
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| Roth Conversion Scenarios With Option to Stay Under a Specific Tax Bracket |
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| Asset Allocation Scenarios |
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| Historical Data & Performance for Your Investments |
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| Solving Tool That Quickly Finds the Exact Changes Needed to Attain a Goal |
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| Life Insurance Planning and Analysis |
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| Long-Term Care Insurance Planning and Analysis |
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| Scenarios and Ideas to Help you Home in on Solutions to Retirement Hurdles |
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| Professional Report That can be Exported |
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| Scenario Capabilities That Show What Happens When Multiple Assumptions Change |
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| Customize Reports and Create Report Templates |
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| Individual Version Option for Creating and Saving Multiple Plans (Add-On Charge Applies) |
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| Option for One-On-One Customized, Expert Software Help |
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| Email and Live Chat Support |
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| Phone Support |
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| Custom Logo |
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| Online Fact Finder/ Questionnaire for Prospects and Clients (Directly Emailed To Advisor) |
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Allow Information From Online Fact Finder to Auto-Populate a Financial Plan*
* Add on charge for Advisor version. |
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