RetireworX

More about RetireworX Planner

RetireworX Planner generates 3 distinct tests to help each of your clients establish a retirement asset accumulation target and the retirement distribution pattern necessary to help meet their goals.

Test #1 provides a target for retirement asset accumulation and a pattern for retirement income distributions and serves at the starting point for comprehensive retirement income analysis.
Test #2 calculates the realistic expectation that your client will accumulate retirement assets on pace to meet their target portfolio accumulation value.
Test #3 calculates the realistic expectation that your client will not run out of money in retirement to meet the ever increasing costs of living.

Based on your client's portfolio performance expectation, retirement income distribution pattern, inflation, cost of living allowances, and other incomes including social security and pension incomes, the potential for success of your client's retirement plan is determined.

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Why should you use RetireworX Planner?

easy to use
Less than five minutes of input generates powerful, meaningful, long-term solutions.

powerful
It answers your client's most pressing questions, e.g. "Can I afford to retire?", "When can I retire?", and "Will my money last?"

inexpensive
For less than the price of a cup of coffee a day you have unlimited access to the most powerful retirement planning software available.

compliant
Simple client input data reinforces risk tolerance and underscores investment objectives.

interactive
The "what-if" calculations and easy-to-understand charts let you work hand-in-hand with your client to arrive at a plan that fits your client's needs and portfolio.

works!
The software was developed in a "live" working environment for everyday use by a highly successful financial planner, based on years of experience developing retirement plans for clients.

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More about RetireworX Planner

Why should you use RetireworX Planner?