Features For Each Version

 

Feature Standard
Individual
Deluxe
Individual
Advisor
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.