Product Description

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!

Features:

• 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