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types of financial planning for retirement

types of financial planning for retirement

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types of financial planning for retirement

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Title
Category
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1
Network-Internet -> Browsers
$0.00
Freeware
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W.S Editor - This is a financial Planning For Retirement toolbar for internet explorer. This toolbar is with a site called Financial Planning. The website contains more than 20 articles about Financial Planning issues. The Financial Planning website is part of a "silo" with different websites about all kinds of taxes. To be honest, there are over 300 useful articles about taxes, financial planning. and financial services.

By accessing these mentioned-above websites, everyone would have a knowledge of financial scheduling, especially those at or nearly at the age of retirement. The application will assist you in working out a plain retirement plan, avoiding a large amount of hard problems that are likely to occur in the future. Almost of the articles are helpful to some extents, they are the hard-won experiences of a lot of people.


2
Network-Internet -> Browsers
$0.00
Freeware
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You are using Firefox and you would like to be provided with a source of financial articles? With Firefox, the Financial Planning For Retirement toolbar can do it.

This toolbar is with a site called Financial Planning which has over 20 articles related to Financial Planning. The Financial Planning site is part of a "silo" with sites about all kinds of taxes. In general, there are more than 300 articles about taxes ,financial planning and financial services.

System Requirements: Firefox

3
Business-Finance -> Business-Finance
USD89.95
Trial
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J&L Retirement Planner is a complete software that help you plan your retirement.

J&L Retirement Planner is a complete software that help you plan your retirement.

Features of "J&L Retirement Planner ":

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.


Limitations:

21 days trial

4
Network-Internet -> Browsers
$0.00
Freeware
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Get all the financial planning help you need with daily updates from experts in the field of financial planning. Take charge of your finances and control your money. Planning your finances is an important step towards your financial freedom. The more you learn the better you can control your money. Get this information directly from your toolbar with instant searches of our comprehensive selection of articles and updates.

5
Business-Finance -> Project-Management
$0.00
Freeware
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Retirement planning calculator and estimator to help you determine progress toward your retirement goals. Change variable such as annual contribution and rate of return to test different scenarios and possibilities. No guarantee of return is made. This is simply a calculator to be used at your own discretion. Use the information generated to help with retirement planning and decision making.

System Requirements: Microsoft Excel

6
Business-Finance -> Calendars-Planners
$69.95
Commercial
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Use Retirement Planner to determine exactly how much you need to save to meet your retirement goals and maintain a comfortable standard of living. This program includes an IRA module, an income and cash flow module and a lump-sum module. Over a dozen pages of content give you an in-depth analysis of your retirement plans. After entering your financial information and assumptions about the future, the Retirement Planner will show you what youll have come retirement time.
Make sure that youll live comfortably during retirement. Begin planning for retirement early and ensure that youll have enough money when you retire. Retirement plans can change at any time. The Retirement Planner makes it a snap to update changes in your retirement plans or your retirement goals. Let an expert help you plan. Retirement Planner was written by CPAs and MBAs with dozens of years of business experience.
The Retirement Planner FastAnswer turns your planning into a nicer nest egg. Created by a group of retirement planning professionals, Retirement Planner gives you a complete view of retirement. The IRA module guides you through the issues surrounding IRA withdrawal--even before the age of 59. The income and cashflow planning modules both show graphically how inflation can sabotage your retirement income, and suggest strategies to avoid the inflation traps. The lump-sum module reviews the pros and cons of taking a lump-sum distribution in lieu of an annuity. Use Retirement Planner to determine exactly how much you need to save to meet your retirement goals and maintain a comfortable standard of living. Along with 401(k) Forecaster, Village Software, Inc.s Retirement Planner provides one of the best one-two punches in your fight for a good retirement!
Retirement Planners modules answer three of the most important concerns that people have about retirement. Will they have enough money to retire? Is it better to take a taxable lump-sum distribution from their non-taxable retirement
7
Business-Finance -> Personal-Finance
$12.00
shareware
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Program Description: RETIREMENT INVESTMENT REQUIRED This program is a version of a program that will show you how much you need to invest monthly to reach retirement goals. It will run under Win 95, 98, Me, NT4, XP,2000, & Vista. Have you called the Social Security Hotline (1-800-772-1213) to verify your estimated monthly SS benefit so that you can evaluate the monthly shortfall you may experience? This program calculates the amount of money required to provide a given monthly income at retirement with or without withdrawing capital, which, when added to your Social Security monthly benefit, will show your condition. You can then calculate the additional monthly deposits you need to make to retire with financial security. Printouts are professional looking and may be used by financial planners as they assist clients in keeping individual stock portfolio records..
8
Business-Finance -> Business-Finance
USD129.95
Trial
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J&L Financial Planner Professional - You can easily manage your finances

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.

Features of "JL Financial Planner Professional ":

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.)


Limitations:

21 days trial

9
Business-Finance -> Calculator-Converter
$20.00
Shareware
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Helps with financial planning for retirement. It helps you estimate the income youll need during retirement, then based on current balances and contributions in your retirement savings plans it calculates the income you can expect to have. Inflation and Social Security are taken into account.
10
Business-Finance -> Business-Finance
$35
Shareware
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Financial Advisor provides an extensive, yet easy to use collection of financial tools and calculators aimed at both home and professional users.Features include: Mortgage and Retirement Analysis, Personal Budgeting, Investment & Savings calculations, Annuity calculations, Future & Residual Value calculations, Planning for your childrens education, Interest rate conversions, Inflation rate calculations and more.Mortgage Advisor allows you to calculate and analyze your mortgage. Learn how to pay off your mortgage quicker and save money at the same time, view detailed schedules and graphs of your mortgage over time, or perform "What if" calculations.Retirement Advisor allows you to analyze your financial situation with regards to retirement. Many people dont realize how important planning for retirement is until its too late. Retirement Advisor provides an easy way to start planning now. Just specify your retirement needs and current savings plan. Retirement Advisor will analyze your situation to see whether it meets your retirement needs and advise you of any additional savings required.With so many everyday expenses involved in running a household it is essential to plan ahead by creating a monthly budget. Budget Advisor makes keeping track of your budget quick and easy. You can use existing budget categories and items or create your own. Budget Advisor allows you to see whether youre budgeting effectively by providing detailed reports and a graphical breakdown of your budget.Financial Advisor also allows you to calculate the value of investments and savings over time, perform "What If" calculations, calculate Future Values, Annuities, the residual value of a loan or plan for your childrens education. You can also perform interest rate conversions, see the effect of inflation on your money, or get tips on how to retire rich.Financial Advisor can even generate lottery tickets (for when all else fails :)
11
Business-Finance -> Personal-Finance
$12.0
Shareware
Hide show

Program Description: RETIREMENT INVESTMENT REQUIRED This program is a program that will show you how much you need to invest monthly to reach retirement goals. Have you called the Social Security Hotline (1-800-772-1213) to verify your estimated monthly SS benefit so that you can evaluate the monthly shortfall you may experience? This program calculates the amount of money required to provide a given monthly income at retirement with or without withdrawing capital, which, when added to your Social Security monthly benefit, will show your condition...

Retirement Investment Required+ v1.2 release is Minor Update.

12
Home-Education -> Hobbies
Free
Freeware
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Types Of Turtles - Get access to great information regarding types of turtles and more turtle care information. Find out about all types of turtles in seconds. Types of Turtles - Free Application....

Types Of Turtles v1.0 release is New Release.

13
Business-Finance -> Personal-Finance
$99.95
Shareware
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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

WareSeeker Editor
14
Business-Finance -> Personal-Finance
$35
shareware
Hide show
Financial Advisor provides an extensive, yet easy to use collection of financial tools and calculators aimed at both home and professional users. Features include: Mortgage and Retirement Analysis, Personal Budgeting, Investment & Savings calculations, Annuity calculations, Future & Residual Value calculations, Planning for your childrens education, Interest rate conversions, Inflation rate calculations and more. Mortgage Advisor allows you to calculate and analyze your mortgage. Learn how to pay off your mortgage quicker and save money at the same time, view detailed schedules and graphs of your mortgage over time, or perform "What if" calculations. Retirement Advisor allows you to analyze your financial situation with regards to retirement. Many people dont realize how important planning for retirement is until its too late. Retirement Advisor provides an easy way to start planning now. Just specify your retirement needs and current savings plan. Retirement Advisor will analyze your situation to see whether it meets your retirement needs and advise you of any additional savings required. With so many everyday expenses involved in running a household it is essential to plan ahead by creating a monthly budget. Budget Advisor makes keeping track of your budget quick and easy. You can use existing budget categories and items or create your own. Budget Advisor allows you to see whether youre budgeting effectively by providing detailed reports and a graphical breakdown of your budget. Financial Advisoralso allows you to calculate the value of investments and savings over time, perform "What If" calculations, calculate Future Values, Annuities, the residual value of a loan or plan for your childrens education. You can also perform interest rate conversions, see the effect of inflation on your money, or get tips on how to retire rich. Financial Advisor can even generate lottery tickets (for when all else fails :).
15
Business-Finance -> Business-Finance
$36.00tobuy
shareware
Hide show
Retirement Planner 2002 2002.2 - The easiest, fastest way to plan your Retirement Savings strategy. Are you saving enough for retirement? Retirement Planner will tell you the answer. The intuitive one screen design will help you develop a savings strategy to reach your retirement income goals. The easy-to-read Principal Graph shows you your growing savings balances. The Income Graph clearly shows you in red if you cannot meet your specified retirement income goal. Its that easy. This software works with all types of retirement plans and assets including 401(k), IRA, 403(b), SIMPLE, and any other defined contribution plan. "It is one of the most helpful, and easy to use, pieces of retirement planning software Ive seen. Thanks." R. Gibson Retirement Planner makes planning easy by combining all of your retirement assets, savings, and variables into one simple program and includes: Current Age Retirement Age Annual Salary Estimated Annual Raise Retirement Income Goal (in Todays Dollars) Tax Deferred Investments - Current Balance Tax Deferred Investments - Annual Contribution Tax Deferred Investments - Company Match Tax Deferred Investments - Annual Return Taxable Investments - Current Balance Taxable Investments - Annual Contribution Taxable Investments - Tax Bracket Taxable Investments - Annual Return Pension - Annual Amount Pension - Start Age Return During Retirement Estimated Annual Inflation Social Security Estimate Retirement Planner allows you to enter multiple assets for your tax-deferred and taxable investments and analyzes all of your assets together for easy analysis. As seen in Barrons, PC Computing, and PC World, this popular Retirement Planner was rated 5 stars by ZDNet (their highest rating) and highly rated by AAII. Continually updated since 1995.
16
Business-Finance -> Calendars-Planners
$89.00
Shareware
Hide show
The easiest, fastest way to plan your Retirement Savings strategy. Are you saving enough for retirement? Retirement Planner will tell you the answer. The intuitive one screen design will help you develop a savings strategy to reach your retirement income goals. The easy-to-read Principal Graph shows you your growing savings balances. The Income Graph clearly shows you in red if you cannot meet your specified retirement income goal. Its that easy. This software works with all types of retirement plans and assets including 401(k), IRA, 403(b), SIMPLE, and any other defined contribution plan. "It is one of the most helpful, and easy to use, pieces of retirement planning software Ive seen. Thanks." R. Gibson Retirement Planner makes planning easy by combining all of your retirement assets, savings, and variables into one simple program and includes: Current Age Retirement Age Annual Salary Estimated Annual Raise Retirement Income Goal (in Todays Dollars) Tax Deferred Investments - Current Balance Tax Deferred Investments - Annual Contribution Tax Deferred Investments - Company Match Tax Deferred Investments - Annual Return Taxable Investments - Current Balance Taxable Investments - Annual Contribution Taxable Investments - Tax Bracket Taxable Investments - Annual Return Pension - Annual Amount Pension - Start Age Return During Retirement Estimated Annual Inflation Social Security Estimate Retirement Planner allows you to enter multiple assets for your tax-deferred and taxable investments and analyzes all of your assets together for easy analysis.As seen in Barrons, PC Computing, and PC World, this popular Retirement Planner was rated 5 stars by ZDNet (their highest rating) and highly rated by AAII. Continually updated since 1995.
17
Business-Finance -> Personal-Finance
$12.00
shareware
Hide show
Program Description: FINANCIAL STATEMENT+ This program is arranged in a typical lending institution format.Although it may not be in the format required by any given institution it provides all the information necessary for completing an actual financial statement. This form has been accepted as-is by many financial institutions nationwideand is interactive so that data need be supplied only once to complete a statement. Printouts are professional looking and may be used by financial planners and lawyers in assisting a client to prepare a statement of their financial condition as well as their current income and expenses..
18
Business-Finance -> Business-Finance
$89.00tobuy
shareware
Hide show
Retirement Savings Planner 2007.3 - Quick. Simple. Visual way to plan your Retirement Savings strategy. Are you saving enough for retirement? Retirement Planner will tell you the answer. The intuitive one screen design will help you develop a savings strategy to reach your retirement income goals. The easy-to-read Principal Graph shows you your growing savings balances. The Income Graph clearly shows you in red if you cannot meet your specified retirement income goal. Its that easy. This software works with all types of retirement plans and assets including 401(k), IRA, 403(b), 457, SIMPLE, and any other defined contribution plan. "It is one of the most helpful, and easy to use, pieces of retirement planning software Ive seen. Thanks." R. Gibson Retirement Planner makes planning easy by combining all of your retirement assets, savings, and variables into one simple program and includes: Current Age Retirement Age Annual Salary Estimated Annual Raise Retirement Income Goal (in Todays Dollars) Tax Deferred Investments - Current Balance Tax Deferred Investments - Annual Contribution Tax Deferred Investments - Company Match Tax Deferred Investments - Annual Return Taxable Investments - Current Balance Taxable Investments - Annual Contribution Taxable Investments - Tax Bracket Taxable Investments - Annual Return Pension - Annual Amount Pension - Start Age Return During Retirement Estimated Annual Inflation Social Security Estimate Retirement Planner allows you to enter multiple assets for your tax-deferred and taxable investments and analyzes all of your assets together for easy analysis. As seen in Business Week, Barrons, PC Computing, and PC World, this popular Retirement Planner was rated 5 stars by ZDNet (their highest rating) and highly rated by AAII. Continually updated since 1995.
19
Business-Finance -> Personal-Finance
Hide show
Quick. Simple. Visual way to plan your Retirement Savings strategy. Are you saving enough for retirement? Retirement Planner will tell you the answer.

The intuitive one screen design will help you develop a savings strategy to reach your retirement income goals. The easy-to-read Principal Graph shows you your growing savings balances. The Income Graph clearly shows you in red if you cannot meet your specified retirement income goal. Its that easy. This software works with all types of retirement plans and assets including 401(k), IRA, 403(b), 457, SIMPLE, and any other defined contribution plan.

"It is one of the most helpful, and easy to use, pieces of retirement planning software Ive seen. Thanks." R. Gibson

Retirement Planner makes planning easy by combining all of your retirement assets, savings, and variables into one simple program and includes: Current Age Retirement Age Annual Salary Estimated Annual Raise Retirement Income Goal (in Todays Dollars) Tax Deferred Investments - Current Balance Tax Deferred Investments - Annual Contribution Tax Deferred Investments - Company Match Tax Deferred Investments - Annual Return Taxable Investments - Current Balance Taxable Investments - Annual Contribution Taxable Investments - Tax Bracket Taxable Investments - Annual Return Pension - Annual Amount Pension - Start Age Return During Retirement Estimated Annual Inflation Social Security Estimate Retirement Planner allows you to enter multiple assets for your tax-deferred and taxable investments and analyzes all of your assets together for easy analysis.

As seen in Business Week, Barrons, PC Computing, and PC World, this popular Retirement Planner was rated 5 stars by ZDNet (their highest rating) and highly rated by AAII. Continually updated since 1995.
20
Business-Finance -> Personal-Finance
Hide show
Quick. Simple. Visual way to plan your Retirement Savings strategy. Are you saving enough for retirement? Retirement Planner will tell you the answer.

The intuitive one screen design will help you develop a savings strategy to reach your retirement income goals. The easy-to-read Principal Graph shows you your growing savings balances. The Income Graph clearly shows you in red if you cannot meet your specified retirement income goal. Its that easy. This software works with all types of retirement plans and assets including 401(k), IRA, 403(b), 457, SIMPLE, and any other defined contribution plan.

"It is one of the most helpful, and easy to use, pieces of retirement planning software Ive seen. Thanks." R. Gibson

Retirement Planner makes planning easy by combining all of your retirement assets, savings, and variables into one simple program and includes: Current Age Retirement Age Annual Salary Estimated Annual Raise Retirement Income Goal (in Todays Dollars) Tax Deferred Investments - Current Balance Tax Deferred Investments - Annual Contribution Tax Deferred Investments - Company Match Tax Deferred Investments - Annual Return Taxable Investments - Current Balance Taxable Investments - Annual Contribution Taxable Investments - Tax Bracket Taxable Investments - Annual Return Pension - Annual Amount Pension - Start Age Return During Retirement Estimated Annual Inflation Social Security Estimate Retirement Planner allows you to enter multiple assets for your tax-deferred and taxable investments and analyzes all of your assets together for easy analysis.

As seen in Business Week, Barrons, PC Computing, and PC World, this popular Retirement Planner was rated 5 stars by ZDNet (their highest rating) and highly rated by AAII. Continually updated since 1995.
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