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Personal
Edition
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Couples
Edition
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Professional
Edition
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| New User Price |
$89
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$169
|
$699
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| 90-Day Money Back Guarantee |
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| Quick, Simple, Visual retirement
planning |
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| Print Detailed Reports |
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| Export Data to Excel |
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| Email and Phone Support |
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| Enter unlimited number
of investments |
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| Number of retirement plans
you can create |
1
|
1 with
spouse
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unlimited
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| Enter Personal Data for
Spouse Separately |
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| Specify Owner of Investments
as You/Spouse |
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| Continue Contributions
and Returns after One Spouse retires and the other keeps working |
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| Enter Separate Social Security
and Pension values for each Spouse |
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| View Spouse Combined Retirement
Income analysis |
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| Print Spouse information
on Detailed Report |
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| Customize printed reports
with name, company, and contact info |
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| Customize disclaimers on
printed report |
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| Life Insurance Needs Calculation |
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| Added Savings Solver (additional
savings required to eliminate shortfalls) |
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| Required Minimum Distribution
Calculations |
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| Add digital photo of clients
to Client info |
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Generate Built-in Social
Security Estimate for Spouse |
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| Updated application "look"
to reduce the "boring gray" syndrome that plagues most financial software
applications. |
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| Updated Built-in Social
Security estimate to use Average Wage Indexing series for building past earnings
history. This makes the estimate more accurate when comparing to the Quick Calculator
on SSA.gov and also makes the estimate more conservative (i.e. estimate is lower) |
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| Better compatibility with Windows®
Vista® |
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