WealthStation Financial Planning
Rating
3.7
Reviews
4
App details
About WealthStation Financial Planning
WealthStation offers planning tools to evaluate retirement goals, guide funding strategies, and review financial preparedness.
Key features
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Earnings Potential: Illustrates earning potential between now and retirement.
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Social Security Optimizer: Evaluates the optimal time to file for Social Security benefits.
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Risk Tolerance Questionnaire: Helps determine an appropriate asset allocation based on risk tolerance.
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Sustainable Retirement Income: Assesses how much can be safely withdrawn from assets each year during retirement.
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Tax Efficient Drawdown: Displays three tax-efficient ways to balance withdrawals from tax-deferred, taxable and ROTH accounts during retirement.