Review Detail
Overall rating
3.5
Company
4.0
Interface
4.0
Integration
4.0
Pricing
2.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
E-money - Good program with big learning curve.
I have used the program for many years, but seem to always be looking for an alternative due to the cost of E-money.
User Review
The Good
Very powerful program that allows a ton of flexibility in running projections.
The Bad
Big learning curve and almost too much functionality. Also, does not optimize distribution methods to maximize net worth over a retirees lifetime. Therefore, you have to use trial and error with different manual strategies to determine how the compare. This is very time consuming when you factor in Social Security strategies and Roth conversions.
The Bottom Line
Good program but pretty expensive.
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