Inputs

Edit client longevity estimates and settings that affect healthcare spending projections.

Add, edit, re-order, and group accounts for use in the plan scenario.

Model periodic contributions into accounts during each client's pre-retirement period.

Model the purchase of annuity products to create income riders or non-qualified tax shelters.

Model the projected spending of the household during the plan scenario.

Model the projected healthcare costs of the household over the course of the plan.

Model different claiming scenarios for the plan and maximize the lifetime benefit automatically.

Model income sources coming from outside the household, such as pensions, rental income, wages, and more.

Customize your time segment structure and edit their attributes, such as rates-of-return for each's growth and distribution period.

Model one or more conversion schedules to move assets from qualified accounts into Roth accounts.