| Annual Cost | $229
| $289
| $899
|
| Import & Link Investment and Bank Accounts* |
|
|
|
| Manually add Investments and Underlying Holdings |
|
|
|
| Updated Tax Laws Annually |
|
|
|
| Updated Social Security Rules Annually |
|
|
|
| Takes Into Account Your Tax Bracket |
|
|
|
| Vary Projected Inflation Rates Over Time |
|
|
|
| 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: See How Your Portfolio and Plan Hold up Under Various Historical Recessions |
|
|
|
| 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 be Exported |
|
|
|
| Scenario capabilities that show what happens when multiple assumptions change |
|
|
|
| Customize Reports and Create Report Templates |
|
|
|
| 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 |
|
|
|
| Custom Logo |
|
|
|
| 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. |
|
|
|