WealthTrace Retirement Planner (Advanced Version) for Mac [Download]

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Feature

Get started immediately with our intuitive, easy to use interface
The most accurate retirement planner ever built for the consumer
Use sophisticated Monte Carlo analysis to calculate the probability of running out of money in retirement.
Take control of your retirement situation today
Run what if analysis on multiple variables and have the program find ways for you to change your retirement situation
Web-based: Run on any device

Description

Figure out your retirement situation quickly:

Get started immediately without having to read a large user manual

The program wizard will guide you through each step

View vivid graphs and the most important retirement numbers on the screen:

You will see your most important numbers change in real time as you change retirement inputs and assumptions

View how much money will be there at retirement, the age when funds run out, and how much you will have at the end of your retirement plan

Easily change assumptions such as spending, savings rates, total returns, and taxes and watch outputs and graphs change in real time

Run Monte Carlo analysis on your plan:

Have the program run one thousand simulations on your plan, shocking total returns up and down every year

Using these simulations the program will calculate the probability that you never run out of money

Run Monte Carlo on all what-if scenarios

Run what-ifs on nearly any variable:

Run multiple what-if scenarios and see immediately how this impacts your plan

Run what-ifs on spending, savings rates, total returns, social security assumptions, and the age when you retire

Run what-ifs on one variable at a time or multiple variables at once

Have the program generate ideas for you:

Have the program find ideas for you to change your retirement situation for the better

The program will intelligently look at your plan and show you which variables you can change and by how much to reach a certain goal

View program-generated ideas in a spreadsheet format as well as colorful graphs that give a vivid picture of how changing certain variables impacts your plan

Great customer service:

Email or call us with any questions

Speak to a Chartered Financial Analyst (CFA) and an expert in retirement planning for support