Retirement Investment Planner
Retirement Investment Planner
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Category: Business
Includes 3 fund/stocks, Bonds/CD/Treas, and Annuities
Allow you to track by age and determine how much to invest based upon salaries.
Graphical representation of summary account balances Retirement Income Sources.
Table of Summary of all account balances and Income sources.
Fund/Stock individual account setup.
Data Table of individual Stock/Fund.
Up to 10 Bonds/CDs/Treasuries and graphical output showing investment, redemption, and yearly interest.
Data table of Bond/CD/Treasury income.
Annuity parameters
Annuity data table.

Description

Retirement Investment Planner calculates and analyzes how much income you need to retire and how much and of what type of investment it will take to get you there. The application projects your social security/pension income and investment income from your start of plan to end of plan. It calculates your 401K, Roth, Bond-CD-Treasuries, and Annuity incomes based upon how much you determine you will invest in these options and how you will invest. It also automatically allocates out of these investments to fulfill your retirement income needs. A very comprehensive and effective tool.

  • Retirement Planner
  • Investments Planner
  • 401K
  • Roth
  • Stocks
  • Bonds, CDs, Treasuries
  • Annuities
  • Mutual Funds
Product ID: 9N7Z1W92Q5GC
Release date: 2022-03-23
Last update: 2022-03-28