Retirement Savings Planner 2008.3f
Retirement Savings Planner 2008.3f Ranking & Summary
Retirement Savings Planner 2008.3f description
For financial advisors, brokers, professionals, insurance agents, CPAs, attorneys, HR personnel and anyone else who wants to quickly and easily show clients, employees, plan participants, or potential clients their projected retirement income picture.
Breaks the ice with new clients. Great for participant meetings, enrollment meetings, or quarterly client meetings. Great for one-on-one laptop meetings.
Retirement Savings Planner will allow you to calculate the savings after retirement.
Version restrictions:
- Allows you to create just one savings plan.
Enhancements:
- To make it easier to read, we bolded the dollar amounts in the data readers on both the Income Graph and Savings Graph.
- Fixed Soc Sec issue where it was only showing on first year of retirement.
- Updated several soc sec points that were missed in the inital 2008.1 release.
- Fixed tab order on the Registration Information screen and added graphic to make it more user friendly.
- Added yellow text box highlighting to the "active field" for greater visibility of which field you are editing
- Changed Print Detailed Report shortcut to Ctrl-P since that is the main print routine.
- Changed Print Current Window shortcut to Ctrl-T since its not used as much.
- Fixed problem with Savings Graph where some values for clients over age 70 did not match spreadsheet. It was showing the post -RMD values of the balances which made no sense. It now shows true beginning of year balances. (thanks Stan Anderson)
- Settings -> Social Security screens hyperlink to SSA.gov website was not working. This is now fixed.
- If you single click your mouse on the graphs, then the data bar freezes. We added new code that unfreezes the date line when you single click again. Previously you had to double-click or click off the graph somewhere to unfreeze the bar.
- Balance graph is showing the Start of Year values but the graph bars were showing the intermediate year values. This was an error introduced sometime in the last 2-3 months but is fixed now.
- The gap at beginning of the Retirement Income Graph was removed to eliminate confusion. Bars start all the way to the left now.
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