Review Detail
Overall rating
4.2
Company
5.0
Interface
5.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
2.0
The best of the options available
You can test it for 30 days free to see if you like it. I like the forward-looking forecast of returns and volatility for risk based portfolios versus the 40-year history numbers. It makes the plan more reliable and conservative. You can also change the asset allocation at retirement from the asset allocation used in accumulation. The new G3 roll out gives you more planning tools for Social Security and asset allocation.
User Review
The Good
The new software G3 looks even better. I also find the goals planning helpful.
The Bad
Teh estate planning section is not robust.
The Bottom Line
This was the most useful of all of the planning software I reviewed.
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