The King of Retirement Planning Software:
Dual RWR

Dual Real World Retirement Software

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Retirement savings calculator for creating retirement plans.

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The Dual version of RWR is essentially the same as the single version, so all of the product information is here

The Differences Between Single RWR and Dual RWR Are:

· Dual RWR is just basically two single RWRs in the same workbook. Everything was copied so you can see two RWR scenarios at the same time (current vs. proposed retirement plans). A simplified explanation is that everything was copied, the old program was renamed "Current" and new copied data was renamed "Proposed." This allows you to see two different scenarios at the same time.

· Dual RWR has a master input sheet to minimize switching back and forth between the input sheet tabs. All input is done there except for the manual overrides.

· Dual RWR only has ten assets, instead of 20 on the single version. This is because it has reached the limitations of Excel. This is still enough in most cases because you can easily lump investments together that have similar rates of return and tax treatment.

It really has 20 assets just like single RWR, but each person only has five each, for a total of ten, then that's doubled for the proposed version.

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Some professional retirement planners have two monitors set up for using Dual RWR. This is to run retirement plans right in front of the clients. They like having on-the-fly input during the retirement planning process.

The demo doesn't have any informational text boxes that point out the features. For that, please go to the single RWR page and download the Current demo.

Why aren't you taking advantage of this? Send e-mail and if you have an interesting reason, then you may get a freebie.

To download the demo, right click on the link below, and then choose "Save (Target) As..." to save to your hard drive. Then find it and open with Excel. Please note that due to Microsoft indifference, if the colors don't look great, it's because they didn't care to bother with color compatibility between versions. You'll get a spreadsheet with good colors when you buy. Answers to frequently asked demo questions and how to use demos

Download the free (non-functional) Dual RWR "demo" (2.8MB Excel spreadsheet. The actual program is 13MB)

Download the retirement plan user's manual (400kb Word doc)

Download a 60Kb Word doc that goes with the retirement plan to help clients understand retirement planning

It's best to have the demo open while you read the user's manual, and/or the quickie retirement plan page.

The pages on the free sample comprehensive financial plan print better than the demo.

Study of when it's best to start collecting Social Security benefits

 

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Dual RWR Retirement Planner Prices

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Dual Real World Retirement Planner

$129

$149

$159

Dual RWR with Retirement Fact Finder

(Consumers don't need fact finders)

$134

$154

$164

Dual RWR with Cashflow Projector

(Cash Flow Projector has Budget Software included)

$157 $177 $187

Dual RWR with Retirement and Cash Flow Fact Finders

(Consumers don't need fact finders)

$139

$159

$169

Dual RWR with Cash Flow Projector and Retirement and Cash Flow Fact Finders

(Consumers don't need fact finders)

(Cashflow Projector has Budget included)

$179 $199 $209

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