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

Import Scenarios From Android and iOS Mobile Devices

Yes

Yes

Yes

Windows 8 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

33

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

  • 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 Allowed

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

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