J&L Financial Planner Professional 11.06

With J&L Financial Planner Professional in a few minutes you can create a simple "broad brush" financial plan, and as you become more familiar with the program, you can add detail to create a very comprehensive plan.
Main features:
- You can easily create a financial plan for your retirement and other personal financial planning.
- It provides the financial planning tools you need to create a comprehensive personal financial plan.
- You can plan for your current and future financial events.
- You can track your investment, tax free, retirement, and other asset and equity accounts.
- It gives you a year by year detailed retirement plan, financial plan and results report.
- It imports your account balances from other financial software, data bases and spread sheets.
- Export your results to spread sheets and data bases.
- You can manage and track your credit card debt.
- You can create up to 5 separate budgets.
- Asset allocation withdrawal options.
- Track your IRA Basis (after tax contibutions.)
- Find out if a Reverse Mortgage is right for you.
- It calculates your Required Minimum Distribution (RMD.)
- See the effects of lum-sum or periodic payments to the principal of your mortgage.
- Revenue Code Section 529 (College Savings Plan) implemented.
- Rule 72T withdrawals implemented (Click here for discussion.)
Version restrictions:
- 21 days trial