|
EarlyRetire Pro™
Windows 95, 98, ME, NT, 2000, XP, Vista, 7
Early Retirement Planning that Puts You in Control
Quickly import your financial information and solve the
complex problems of early retirement. Designed to help planners find the most effective
path to financial goals, EarlyRetire Pro™ lets you experiment with
creative wealth-building and consumption strategies while applying advanced
tax-reducing and income-stretching tactics. Produce a clear and realistic
step-by-step plan for achieving a client's goals and use Monte Carlo simulation
in real historical markets* to test probability of success.
EarlyRetire Pro is designed for financially-minded individuals with a flair
for creative problem-solving. By applying strategies like income tax leveling,
borrowing to reduce taxes, 72t (early penalty-free IRA withdrawals), or RRP
(Reality Retirement Planning), EarlyRetire Pro helps you find the best overall
strategy for saving and using retirement assets, and enables you to retire
earlier.
EarlyRetire Pro gives better pre-retirement guidance by intelligently modeling
post-retirement, a subject overlooked by most retirement software, but which has
become of utmost importance. Issues like tax-deferral, required distributions,
exemptions, penalties, and other restrictions make early retirement a complex
challenge with many possibilities. EarlyRetire Pro automatically performs detailed
optimization of tax-sensitive withdrawals, and allows you to tailor its
algorithm to experiment with ideas that save taxes and make better use of your
money. It shows you actual cash flow and tax liability with a straightforward
year-to-year guide, and automatically downloads the latest tax tables and market
statistics each year to help keep your planning accurate in the future.
Explore the most exciting new concept in financial planning, RRP (Reality
Retirement Planning), which combines government research with computer modeling to enable
you to retire sooner with less accumulated wealth than conventional methods.
EarlyRetire Pro allows you to easily switch between the two approaches and see how
this new concept can benefit you.
EarlyRetire Pro handles highly flexible financial events—expenses, inheritance,
supplemental income, sale of a business, loans, etc.—and even lets you plan for
semi-retirement. Tools like a 72t calculator, asset allocation analysis, and
social security optimization, along with an interactive graph and cash-flow
analysis, help you fine-tune. A detailed report (with customizable headings,
graphs, and advisor/client information) showing inflation-adjusted savings
requirements, retirement distributions, cash flow, and projected tax liability
for each year provide a retirement blueprint for you or your clients.
EarlyRetire Pro doesn't tell you it can't be done. It lets you ask your own questions to quickly see
the effects of different choices and determine the best options. Where should I put savings? How much income will I have? What if I delay
taking distributions? What will be the impact of college expenses? EarlyRetire Pro's
early retirement software helps you find the answers you need—automatically
re-optimizing
your plan every time you adjust it—and puts you in control.
*
Historical market data is downloaded from Yahoo!® upon user request and is limited to
data made freely available on Yahoo!®'s website.
Hamilton Software
|
