Sentences with phrase «retirement planning software for»
VALIC is a retirement plan provider for health care, K - 12, higher education, government and other not - for - profit organizations, and RetireUp is a provider of retirement planning software for financial advisers.
https://www.planadviser.com/ Not exact matches
Financial planning software, or even simple Excel spreadsheets, can be used to determine if the client has enough money saved for retirement, or if the client has enough life insurance coverage, if the client's portfolio is well diversified and appropriately allocated given their risk tolerance and timeline to retirement.
Generic Description: Integrated (but not comprehensive) financial planning software, just for the accumulation phase (no retirement planning module).
The future numbers are just to calculate estimates for input into retirement planning software.
So a simple and easy way to determine average / effective Federal tax rates needed to be invented (for input into retirement planning software).
, saying, «It is increasingly popular for retirement calculators and software to use a Monte Carlo style of analysis, leading retirees to select which plan has the best «probability of success».
Generic Description: Integrated (but not comprehensive) financial planning software, but just for the distribution phase (AKA retirement, not the accumulation phase).
The reason for this retirement income calculator is that you can manually use these estimates as input into other financial plan / retirement planning software programs.
The future numbers are just to calculate estimates for input into retirement planning software to estimate how much annual income goal it can consume.
For example, you can use annual asset values from retirement planning software.
So when financial plan software vendors say their software simulates anything before retirement, then you either misunderstood, they're misleading you, or there is a cash flow savings goal somewhere it's trying to solve for.