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Take control of your financial future 
with WealthTrace Personal Financial Planning Software

How It Works For Individuals

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Take Control

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Link Your Accounts

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Accurate

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Interactive

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Powerful Scenarios

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Ideas Generated For You

 
 
 

Main Features

  • Get a comprehensive, accurate view of your financial and retirement situation.
  • Import and link your accounts. Holdings and balances will automatically update every day.
  • Quickly figure out if and when funds will run out in retirement.
  • View how much money will you have when you retire.
  • Run what if scenarios to see how to overcome retirement road blocks and income shortfalls.
  • Calculate the probability of never running out of money with Monte Carlo Simulations.
  • Figure out the best time to make a Roth IRA transfer.
  • Model rental income and the sale of real estate.
  • Use the solving tool to figure out how to achieve multiple goals.
  • Create and save multiple plans allowing you to save a variety of scenarios.
  • Have a financial planning expert guide you through your plan online.
  • View All Features For Every Version

Learn the 5 biggest retirement mistakes most people make and how you can avoid them.

 

Take Control

Take control of your retirement and know when your funds will run out, the probability of never running out of money, and what you can do to change your financial situation. The power of financial advisor-level planning software is now available to you, the consumer for personal use. You can now accurately answer the question "How much do I need to retire". Use a pc, Mac, tablet, or smart phone. It works on any device. Watch the video demo on how to get started with your plan.

 

An average financial plan costs nearly $2,000 (Source: The College of Fin. Planning 2011 Survey Trends). Save your money. Get one-on-one help completing your plan along with real financial advice from our in-house CFA® and financial planning expert.

Import & Link Your Accounts

Easily import all of your investment accounts and have them linked so they update automatically every day. Each day your account holdings and balances will update, ensuring that your financial plan is always up to date. This also makes it easy for you to view all of your account information in one place.

 

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Interactive

Watch results change in real time as you change your assumptions. Get instant feedback on changing savings rates, retirement dates, expenses and many other inputs. Easily find out your optimal withdrawal rate and how much you need to save for retirement. Use your mobile device to get a quick view of your plan.

 

Accurate

Free retirement calculators are dangerously inaccurate and can lead to misguided decisions. WealthTrace takes into account the federal tax code, state taxes, different account types, required minimum distributions, social security rules and much more. Find out when you can retire, how much you need to save to retire, and be confident in the results. Compare WealthTrace vs. free calculators.

 

Ideas Generated For You

Have the program guide you past your retirement hurdles. Here the program will generate scenarios for you and show you the impact of changing variables such as your retirement age, the amount you save, and the amount you spend in retirement. You can easily find out when you can retire and how much you need to save for retirement such that you do not outlive your money.

Powerful Scenarios

Run Monte Carlo simulations on your plan, which shows you the probability of meeting all of your spending goals. View multiple before and after results on the screen and quickly piece together the solution to any hurdles you may have in achieving your goals. Find out what happens to your plan if we have another "great recession". Dial up inflation, dial down social security to stress-test your plan. Watch the short video demo on how to use scenarios.

 

Free calculators cannot answer all of your tough questions such as "when can I retire" and "how much do I need to retire". WealthTrace does it accurately with no shortcuts.