Originally from ticket #11376.
need a program for a client and spouse about to retire in 2-3 yrs. Need to be able to vary ret % by investments, show SS being withdrawn as income in future, ret plans income and remaining balance of unpaid funds growth. Just need flexibility in varying returns on different investments for husband and spouse. Cannot afford prof edition so I am looking at couples edition for $249. Looks like it will do most of what i need.
Randy B.
Hi Randy,
The "planning" part of RetirementView will do all of the things you mention.
The couples edition is for doing a plan for a couple but technically is not appropriate for use in doing planning for clients. You can't put in your contact info or disclaimers, so if you do that we would not recommend giving them a printed report.
If spreading out the payments helps you purchase the RetirementView pro version then let us know.