Gain confidence with a financial plan
“If you fail to plan, you plan to fail”.
Benjamin Franklin, 1790
About the software
Net worth vs Time
Use "Monte Carlo" to measure success
Use "Monte Carlo" to measure success
Visualize IRA activity
- future RMDs.
- future withdrawals needed during retirement
- total IRA balance
Use "Monte Carlo" to measure success
Use "Monte Carlo" to measure success
Use "Monte Carlo" to measure success
Gain confidence by running many simulations. Investment performance and inflation can be modeled using historical values, a normal distribution, or a uniform distribution.
Run the Networth Optimizer tool
Use "Monte Carlo" to measure success
Find when to take Social Security
Using many parameters, the Net worth Optimizer tool:
- Changes a parameter
- Runs a simulation
- Restores original parameter
Find when to take Social Security
Find when to take Social Security
Find when to take Social Security
The Social Security Optimizer tool runs many simulations with varying Social Security start dates and displays results using a "heat map" plot.
Experiment with Roth conversions
Find when to take Social Security
Experiment with Roth conversions
- Find Roth conversion "break-even" date
- Visualize the difference in taxes
- Visualize the difference in RMDs.
IRA withdrawals
Find when to take Social Security
Experiment with Roth conversions
Visualize IRA activity
- future RMDs.
- future withdrawals needed during retirement
- total IRA balance
Let the software do the work
Let the software do the work
Let the software do the work
Finances updated month by month using stock market and inflation models of your choice.
- Static average
- Historical
- Statistical (normal distribution)
- Statistical (uniform distribution)
NOTE: Requirement - Windows PC only!!!
Purchase this software
Invest a little now and gain confidence in your financial future.