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J and L Financial Planner Professional Review




J and L Financial Planner Professional small screenshot

J and L Financial Planner Professional 9.0 (Shareware, $99.95)

The top rated J and L Financial Planner is tool that allows you to create simple or complex financial scenarios based on financial events through out your life. You create the scenario based on your current financial status and future financial events. The J and L Financial Planner executes your scenario and displays the effects on your net worth through out a selected time span. Two of the main features of the program is the addition of a Monte Carlo Analysis, a Historical Return Analysis, and a Rule 72t calculator. The output is displayed in a text format that shows the yearly effects on up to 50 accounts, including investment, tax free, retirement, asset and equity accounts. The output may also be presented with bar, line and pie graphs. The program can create a scenario based on mortgage, loan, credit card debt, withdrawal, deposit, and transfer events. The program incorporates MRD(Minimum Required Distributions) as well as Revenue Code Section 529 ( College Investment Savings) into the scenarios. The

Keywords:
financial, financial planner, monte carlo, plan, planner, retire, retirement, retirement planner

Type
Shareware
Cost
$99.95
Category
Business
Release
January 15, 2004
Size
1236.3 KBytes
Platform
Windows 95/98/ME/NT 4.x/2000/XP
Company:
J and L Software
Language:
English
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Other products of J and L Software:
J and L Genealogy Reference 1.3 (Freeware)
J and L Financial Planner 9.0 (Shareware, $49.95)
J and L Retirement Planner 9.0 (Shareware, $69.95)
J and L Financial Tool Set 1.4 (Shareware, $24.95)

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