What do people think of The Complete Retirement Planner?
The community submitted 8 reviews to tell
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4.5/5All time (7 reviews)
5/5
Recently (1 review)8 Reviews
Best retirement planning tool I have found. Easy to use, thorough, flexible and gives a year by year accounting, including taxes. Very reasonable price as well. Highly recommend.
Very informative and helpful, especially for modeling the death of a spouse, annual income vs. expenses, and choosing when to claim S.S. Excellent customer service as well!
This is what I needed to get a a year by year accounting of my finances. Especially helpful for retirement to see the taxes, RMD's, S.S. etc. No fluff, just easy to understand numbers in black and white. Great tool.
Far more thorough and detailed than other tools. Very clear results. Highly recommend.
Can't beat TCRP, especially for the price - it's worth 3x as much. All the info I needed, presented logically year by year (and by spouse). Simple to use. Also easy to adjust or to create different scenarios to see what "could" happen. Very happy with this purchase.
Been using for years but the 2024 version is the best yet. So easy to test different scenarios for Roth Conversions, possible future changes to S.S., different inflation rates, etc. Love comparing income to expenses/taxes year by year. Good to see what the future holds in black and white. Highly recommend.
One of the best things about this is that they show you the entire planner on the website so that you can decide if it's the right tool for you before purchasing. No surprises. You're already familiar with it before starting! Very easy to enter data and the results show income, taxes, expenses, and needed withdrawals year by year. Try different S.S. claiming ages and investment return %'s to find what is right for you, and you're done. Valuable, detailed information, all laid out logically. Great Planning tool - and excellent customer service!
