J and L Retirement Planner 14.0

J and L Retirement Planner 14.0 offers a retirement planning software program that allows you to create simple or complex retirement scenarios based on financial events through out your life. It makes your retirement planning easy.

With this tool, you can create the scenario based on your current financial status and future financial events. The J and L Retirement Planner executes your scenario and displays the effects on your net worth through out a selected time span. The output is displayed in a text format that shows the yearly effects on up to 50 accounts, including investment, tax free, retirement, asset and equity accounts. The output may also be presented with bar, line and pie graphs.

The program can create a scenario based on mortgage, loan, withdrawal, deposit, and transfer events. The program includes budgeting features and many financial calculators including a rule72 calculator. It also includes RMD distributions.

Major Features:

1. You can easily create a financial plan for your retirement and other personal financial planning.
2. It provides the financial planning tools you need to create a comprehensive personal financial plan.
3. You can plan for your current and future financial events.
4. You can track your investment, tax free, retirement, and other asset and equity accounts.
5. It gives you a year by year detailed retirement plan, financial plan and results report.
6. It imports your account balances from other financial software, data bases and spread sheets.
7. Export your results to spread sheets and data bases.
8. You can manage and track your credit card debt.
9. Toggle between Today's Dollars and Future Dollars.
10. "Drill down" report values to display the components of those values.
11. All of the above.
12. You can create up to 5 separate budgets.
13. Asset allocation withdrawal options.
14. Track your IRA Basis (after tax contributions.)
15. Find out if a Reverse Mortgage is right for your financial planning objectives.
16. It calculates your Required Minimum Distribution (RMD.)
17. See the effects of lump-sum or periodic payments to the principal of your mortgage on your financial plan.
18. Play 'What If" with your financial plans with scenario event groups.
19. Revenue Code Section 529 (College Savings Plan) implemented.
20. Rule 72T withdrawals implemented
    

Enhancements: Added Functionality