1. REVIEWS - WealthTrace Retirement Planner
(Advanced Version) [Download]
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Average Customer Rating
5.0 out of 5
Product Feature
Get started immediately with our intuitive, easy toq
use interface
The most accurate retirement planner ever builtq
for the consumer
Use sophisticated Monte Carlo analysis to calculateq
the probability of running out of money in
retirement.
Take control of your retirement situation todayq
Run what if analysis on multiple variables andq
have the program find ways for you to change
your retirement situation
Read moreq
Product 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

2. 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
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