Wealth Trace Retirement Planner
Figure out your retirement situation quickly:
Get started immediately without having to read a large user manual
The program wizard will guide you through each step.
View vivid graphs and the most important retirement numbers on the screen:
You will see your most important numbers change in real time as you change retirement inputs and assumptions
View how much money will be there at retirement, the age when funds run out, and how much you will have at the end of your retirement plan
Easily change assumptions such as spending, savings rates, total returns, and taxes and watch outputs and graphs change in real time.
Run what-ifs on nearly any variable:
Run multiple what-if scenarios and see immediately how this impacts your plan
Run what-ifs on spending, savings rates, total returns, social security assumptions, and the age when you retire
Run what-ifs on one variable at a time or multiple variables at once.
Have the program generate ideas for you:
Have the program find ideas for you to change your retirement situation for the better
The program will intelligently look at your plan and show you which variables you can change and by how much to reach a certain goal
View program-generated ideas in a spreadsheet format as well as colorful graphs that give a vivid picture of how changing certain variables impacts your plan.
Email or call us with any questions
Speak to a Chartered Financial Analyst (CFA) and an expert in retirement planning for support.
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