R-MAP Planner™ v3.8
1 Year License to Use
with FLOOR BUILDER!
R-MAP Planner™ Excel application, single end-user renewable license to use for one year. Includes portfolio updater, quarterly updates of key rate data, and Quick Start Guide!. 30 day money-back trial!
Thank you for choosing R-MAP Planner™!
Immediate download after checkout includes R-MAP Planner™ Excel application. Also includes portfolio price updater macro-worksheet and Quick Start Guide!.
No risk trial—30-day money-back refund, no questions asked, though we would like to hear from you about how we could improve R-MAP™ so you would want to keep using it!
- Full goals-based annual timeline budgeting
- Cash flow impact of Social Security claiming strategy
- Automatic under-funded, constrained, over-funded fundedness analysis
- Automatic household balance sheet displays upside, income floor, longevity, and reserves allocation
- Full lifetime plan with accumulation and retirement periods and 75-year cash flow, with annual tax estimates
- Floor Builder—create income floor from TIPS, CDs, bonds, zeros, and annuities
- Savings Builder—savings amount/% to cover income floor at retirement from the balance sheet
- Before and after balance sheet and cash flow tables show effect of newly created dedicated income floor
- Roth conversion analysis
- Cash flow charts show source of funds by account and portfolio balance timeline
- Household risk exposure and relative risk aversion calculation for cash reserves
- Upside/Floor/Reserves allocation from balance sheet applied to U/F/R model portfolio, with before and after allocations reflecting newly created dedicated income floor
- Client holdings tracked against model portfolio with price updater
- 30-day money-back refund if not completely satisfied