J&L Financial Planner

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

• Mortgage Options
• Loans
• Refinance Analysis
• Inflation Calculator
• Trade Off Analysis
• Taxes / Inflation / Investment Analysis
• Effective Rates
• Credit Card Debt Payoff
• Rule 72T Calculator

**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.