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The King of
Retirement Planning
Software: Dual RWR Dual Real World Retirement Software |
| Retirement Plan Explanation Text | How to Make Quickie Reports |
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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: · 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 assets together that have similar rates of return and tax treatment. It really has 20 just like single RWR, but each person only has five each, for a total of ten, then that's doubled for the proposed version. _____________________________ 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 to like having on-the-fly input. 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 non-functional demo, right click on the link below, and then choose "Save (Target) As..." to save to a folder on your hard drive. Then open it with MS Excel. Sometimes the WPP's server doesn't work well with weird browsers, or it just may not work if it's not configured right. Plus you won't be able to print well from your browser. Please send e-mail if you have any problems, and it will be sent to you. Answers to frequently asked demo questions, and how to use demos. Download the user's manual (400kb Word doc) Free trial version available for qualifying financial planners It's best to have the demo open while you read the user's manual, and/or the quickie page. The pages on the free sample comprehensive financial plan print better than the demo.
Analysis on when it's best to start collecting Social Security benefits
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Product Information
Fully Integrated Financial Planning Software Menu of Retirement Planning Software
Building Custom Investment Benchmark Portfolios Coaching for Financial Planners Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans |
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Dual RWR Retirement Planner Prices |
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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 Budget Software |
$145 |
$165 |
$175 |
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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 |
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Dual RWR with Budget Software and Retirement
and Cash Flow Fact Finders (Consumers don't need fact finders) |
$155 | $167 | $178 |
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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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