R-MAP Planner™ v3.9
Single End-User
1 Year License to Use

R-MAP Planner™ v3.9
Single End-User
1 Year License to Use

5 out of 5 based on 1 customer rating
(1 customer review)



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™!

SKU: RMV39 Category:

Product Description

Immediate download after checkout includes R-MAP Planner™ Excel application. Also includes data 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
  • Updated for new TCJA 12/22/17 tax law
  • 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

1 review for R-MAP Planner™ v3.9
Single End-User
1 Year License to Use

  1. 5 out of 5

    (verified owner):

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