Function |
Regular Version |
Retirement Version |
Professional Version |
Price |
$79.95 |
$99.95 |
$139.95 |
Basic Set of Scenario Events |
Yes |
Yes |
Yes |
Windows 10 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 |
Toggle between Today's Dollars and Future Dollars. |
Yes |
Yes |
Yes |
"Drill down" report values. |
Yes |
Yes |
Yes |
Number of Reports |
15 |
27 |
Over 35 |
Reports can be exported to spread sheets and databases. |
Yes |
Yes |
Yes |
Accelerated monthly mortgage payments. |
Yes |
Yes |
Yes - Allows Yearly Increase |
Equity loans against mortgage. |
Yes |
Yes |
Yes |
Reverse Mortgage |
No |
Yes |
Yes |
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 |
Create Scenario Event Groups |
No |
Yes |
Yes |
Budgets |
No |
5 Budgets (Expenses) |
Unlimited Budgets (Income and Expenses) |
Home Equity Line of Credit (HELOC) |
No |
No |
Yes |
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 Allowed
|
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