Review Detail
Overall rating
3.7
Company
4.0
Interface
5.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Easy to use and fits our needs
Thanks
User Review
The Good
Program is pretty intuitive and easy to use. The "What if" function is also handy.
The Bad
Would be nice if in calculating taxes it could handle unmarried couples, but we understand this is complicated. Additionally, it would also be nice if towards the end of a calendar year you could have the plan start at the beginning of the next calendar year. Currently no matter what month you are in it assumes the beginning of the year. This can be a little confusing particularly if you are running a plan in December.
The Bottom Line
Overall very happy with it.
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