J&L Software - Retirement and Financial Planning Software
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J&L Financial Planner

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Version Functionality Comparison

  Function

Regular Version

Retirement Version

Professional Version

Price

$79.95

$99.95

$139.95

Basic Set of Scenario Events

Yes

Yes

Yes

Vista Compatible

Yes

Yes

Yes

Import / Export Account Data

Yes

Yes

Yes

Play "what-if'" and Compare Multiple Scenarios

Yes

Yes

Yes

Toolset*

Yes

Yes

Yes

Stand Alone Rule 72t Calculator

Yes

Yes

Yes

Number of Reports

5

15

24

Reports can be exported to spread sheets and databases.

Yes

Yes

Yes

Accelerated monthly mortgage payments.

Yes

Yes

Yes - Allows Yearly Increase

Asset Allocation Withdrawals

No

Yes - Single Group

Yes - 5 Groups

Required Minimum Distribution

No

Yes

Yes

  Rule 72t Withdrawals Incorporated

No

Yes

Yes

Track IRA Basis (After Tax Contibutions)

No

Yes

Yes

Reverse Mortgage

No

Yes

Yes

Lump-Sum Payment to Mortgage Principal

No

Yes

Yes

Budgets

No

5 Budgets (Expenses)

Unlimited Budgets (Income and Expenses)

Property Income / Expense Itemized List

No

No

Yes

Asset Allocation

No

No

Yes

Rebalance Asset Allocations

No

No

Yes

Track Investment Unrealized Gains / Cost Basis

No

No

Yes

Save Graphics to Bitmap Files

No

No

Yes

Monte Carlo Analysis

No

No

Yes

Historical Return Analysis

No

No

Yes

Customized Reports**

Some

Some

All

*Toolset Includes

**Customized Reports Allow

  • Color Banding
  • Rectangular Boxing
  • Columns
  • User Supplied Header
  • User Supplied Logo
  • User Supplied Watermark
  • Include Graphs on Reports

Click here for report image.

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