What do people think of The Complete Retirement Planner?
The community submitted 7 reviews to tell
us what they like about The Complete Retirement Planner, what The Complete Retirement Planner can do better, and
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4.4/5All time (6 reviews)
5/5
Recently (1 review)7 Reviews
Far more thorough and detailed than other tools. Very clear results. 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!
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.
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.
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.
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.
