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- - - What does Retirement Planner do? - - -

Are your clients saving enough for retirement? Retirement Planner will tell you the answer. The intuitive one screen design will help you develop a savings strategy to reach your retirement income goals. The easy-to-read Principal Graph shows you your growing savings balances. The Income Graph clearly shows you in red if you cannot meet the specified retirement income goal. It's that easy. This software works with all types of retirement plans and assets including 401(k), IRA, 403(b), SIMPLE, KEOGH, and many others.

As seen in PC Computing and PC World, this popular Retirement Planner is highly rated by ZDNet and AAII. "It is one of the most helpful, and easy to use, pieces of retirement planning software I've seen. Thanks." R. Gibson

Retirement Planner makes planning easy by combining all of your retirement assets, savings, and variables into one simple program and includes:

  • Current Age
  • Retirement Age
  • Annual Salary
  • Estimated Annual Raise
  • Retirement Income Goal (in Today's Dollars)
  • Tax Deferred Investments - Current Balance
  • Tax Deferred Investments - Annual Contribution
  • Tax Deferred Investments - Company Match
  • Tax Deferred Investments - Annual Return
  • Taxable Investments - Current Balance
  • Taxable Investments - Annual Contribution
  • Taxable Investments - Tax Bracket
  • Taxable Investments - Annual Return
  • Pension - Annual Amount
  • Pension - Start Age
  • Return During Retirement
  • Estimated Annual Inflation
  • Social Security Estimate

Retirement Planner allows you to enter multiple assets for your tax-deferred and taxable investments and analyzes all of your assets together for easy analysis. Retirement Planner PRO allows you to customize the splash screen with your company name, contact information, and marketing message. You can then make up to 50 copies of that customized version to give away.

System Requirements:
PC 486DX CPU or better, 8-12 MB RAM, Color monitor, Any version of Windows 3.x,/95/98/NT/2000/ME/XP, hard disk, mouse compatible

 

ORDER RETIREMENT PRO 2002
Call 1-800-225-4821 ext. 805

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Click here to Order On-Line

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Download Free Demo

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