Do you have enough money to retire? What do you mean you don’t know? Actually, it is, in fact, pretty difficult to estimate just how much money you’ll need to save for retirement. In fact, I wouldn’t even recommend trying to scratch it out on paper! Thank goodness you don’t have to, if you grab a copy of today’s discount software promotion, WealthTrace Retirement Planner!
The WealthTrace Retirement Planner is your best solution for financial planning and retirement planning, giving you valuable insight into how much money you’ll have for retirement, and how long it will last. With the WealthTrace Retirement Planner, there will be no nasty surprises in your Golden Years, leaving you free to pursue a stress-free existence as a member of the retiree demographic!
The WealthTrace Retirement Planner lets you define your spending goals, then applies Monte Carlo analysis to determine the likelihood of your retirement plan hitting those goals. Just key in different numbers, and watch the results change on your screen in real time! In this way, WealthTrace Retirement Planner lets you start with your goals and work backwards to arrive at a financial plan that works for you!
Yahoo Finance Best Of Financial Planning Software: https://finance.yahoo.com/news/best-financial-planning-software-programs-171527183.html
US New & World Report Best Retirement Planning Tools: https://money.usnews.com/money/retirement/401ks/articles/best-retirement-planning-tools-and-software
SmartAsset Best Of Financial Planning Software: https://smartasset.com/financial-advisor/financial-planning-software
Notable features in the WealthTrace Retirement Planner:
- • Import and link your accounts. Holdings and balances will automatically update every day.
- • Ability to change and fine tune assumptions such as tax rates, inflation, rebalancing of assets, and reallocating assets in the future.
- • View historical data, performance, transactions, and fee information for your accounts and holdings.
- • Apply projected annual returns based on the historical performance of holdings in your investment accounts.
- • Calculate the probability of never running out of money with Monte Carlo Simulations.
- • Talk to a real support person. Phone support, live chat, and email support.
- • Quickly figure out if and when funds will run out in retirement.
- • Run what if scenarios to see how to overcome retirement road blocks and income shortfalls.
- • Figure out the best time to make a Roth IRA transfer using Roth Transfer what-if scenarios.
- • Run Bear Market what-if scenarios to see how your portfolio and retirement plan would hold up under various historical recessions.
- • Model rental income and the sale of real estate.
- • Use the solving tool to figure out how to achieve multiple goals.
- • Create and save multiple plans allowing you to save a variety of scenarios.
- • Have a WealthTrace expert guide you through your plan online.
After you purchase WealthTrace Retirement Planner (Deluxe Version), it may be used for 12 months.
Features
The Fine Print
Testimonials
- Plan your financial future and retirement plan using your computer
- Link your investment accounts and have them automatically update every day.
- See all of your investments in one location.
- View balances over time, performance history, and the fees you pay on your holdings.
- See how much money you’ll have for retirement
- Predict how long your money will last into retirement
- Adjust your current financial plan to meet your spending goals
- Watch results change in real time in response to changes that you make
- Monte Carlo analysis available.
- Calculate the probability of retirement success.
- Get a Free Trial of this service before purchasing
- Download available for: Web-based
- Buy with BitsDuJour's promotional coupon code and get all this at a discounted price!
- After you purchase WealthTrace Retirement Planner (Deluxe Version) it may be used for 12 months and will not function after that unless you renew your subscription.
- WealthTrace Retirement Planner (Deluxe Version) has a portable license, meaning it can installed on a computer or on a storage device such as a USB stick.
- Each license allows installation on all owned computers, and WealthTrace Retirement Planner (Deluxe Version) may be used at exactly the same time on each of them.
- Transfer of a license to another owned computer is allowed.
- License activation isn't required. what's this?
- This promotion can be used to upgrade or extend an existing license.
- You can install/register the software at any time.
- License can be used for Personal use only.
- Upgrades to future versions of the software will require additional payment. Installing a new version may overwrite the existing version and invalidate your license key.
- Support is provided for current subscriptions.
- No return policy.
- Review the Full License details for downloading and installing this software.
- Prices do not necessarily include taxes, which will vary by country.
- Review what others have to say...
- “This product is exactly as advertised. It is easy to set up and use, gives excellent data and makes running various scenarios simple. It is way more versatile and accurate than free programs available on-line. I'm delighted with my purchase.”- Rick Gilmore, User of Consumer Version
- “I love this product. It is the easiest to use retirement planning application for advisers that there is. Clients also love how they get to be involved, especially when creating scenarios. I am forever done with financial planning applications that push 150 pages of reports on me and my clients and ask us to sift through the results.”- Review on advisortechtools.com
- “This is the first time I have ever recommend a product on any forum. I recently purchase the WealthTrace software and have been extremely pleased with it. Before I bought the WealthTrace program I tried the Turbo Technologies software. After awhile I discovered that the Turbo Technologies program was so inflexible that the results it provided were misleading. (Meaning that it showed I would have far more money in retirement than what was realistic.)I could go on and on about the numerous advantages of the WealthTrace program. I guess the best way to sum it up is that it is a vastly superior product and based upon what I paid for it in comparison to what the Turbo Technologies software - WealthTrace is a real bargain.”- Paul Hutt, User of Consumer Version
- “...sophisticated because it allows an advisor to build what-ifs using different year-by-year rates of return and inflation. For example, you can create elaborate assumptions not permitted by popular professional retirement planning applications that cost more. You can create multi-period plans that assume one economic scenario for five years, another scenario the next five years and another scenario the next 10 years. A wealth manager can thus model a long-term picture and overlay his or her view of the economy and markets on a plan. It’s the kind of work professionals do because it helps them as well as their clients understand and plan thoughtfully for scenarios an advisor believes are most likely to occur.”- Advisors4Advisors.com
- “Their calculator will tell you, based on your assumptions, when money will run out in retirement, what the shortfall will be, and what you can do to change the situation. All of this is done accurately, intuitively, and comprehensively.”- Review on myretirementblog.com
- “I find the WealthTrace Retirement Planner to be very easy to use, the data input is very logical and the resulting color graphical outputs and tables extremely useful. The ability to run different "what if" scenarios makes the program highly versatile. All of my product support inquiries have been dealt with expeditiously. I am very satisfied with WealthTrace and have no hesitation in recommending it to anyone interested in a personal financial program.”- Angel Cruz, User of Individual Version
- “Individuals looking to create their own retirement plan can save thousands of dollars by using the WealthTrace retirement planner.”- insurancenews.net
- “It was very easy to set up my plan and within a few minutes I was able to stress test various retirement scenarios to understand my retirement risks. I am very happy with WealthTrace.”- Tom Mack, User of Individual Version
- “I have been searching for quite some time for a software program to assist in retirement planning. I worked with Fidelity's, Mint's, and Quicken's retirement planners and I felt they oversimplified things a bit too much. Mint and Quicken also seem to deal more with paying bills and monthly budgeting which I did not need. True to its advertising, it's simple but yet detailed enough to cover a variety of situations and easily allows you to do scenario planning. I also like that the software can do Monte Carlo simulation. Check out the videos! - they sold me on the software. I was a bit worried about paying $239 for an online software program that I found the internet, and knew nothing about except what I read on the internet, but I am now glad I took the leap. Excellent Choice!”- Wealthy&Wise (Amazon.com reviewer)
