Design Your Plan
Automate budgeting with an easy to use tool
- Aggregate accounts from over 8,000 financial institutions
- Automated expense categorization
- Create and monitor cash flows with ease
Escape debts sooner using the debt analyzer
- Compare different payoff plans
- Dial the debt payment up and down
- Quantify the impact of different debt pay-off strategies
Create a robust retirement plan using advanced Monte Carlo simulations
- Switch between cash flow and goal based planning
- Build in stress tests and what-ifs
- Customize your own return assumptions
Manage tax liability with detailed tax estimate
- Detailed 1040 projection including Schedules A, B, and D
- Show AMT calculation, taxable Social Security, rental property, and more
Optimize Social Security
- Calculate the PIA including delay credits, early penalties, and inflation adjustment
- Includes retirement, spousal, survivor, and child benefits
- Reflects the annual earnings test, family max adjustment, and government pension offsets
Work with Annuities with guarantees
- Illustrate fixed, indexed, and variable annuities
- Reflect annuitization or lifetime income benefits
- Highlight the value of an annuity using customized up, down, and volatile market scenarios