Product Review: American Dream Planner Personal Edition
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American Dream Planner Personal Edition
Price: $119.00 USD
Product Description
American Dream Planner software takes into account all attributes of wealth (income, expenses, investments, tax-deferred accounts, real property, business interests and life insurance) and projects the impact of financial and estate planning choices over the lifetime of an individual or couple. Scenarios can be created in minutes (up to 1,000 total) and any three can be compared on-screen at the same time. Interactive split screen with inputs and outputs dynamically linked on the same screen provides immediate feedback of the long term impact of planning choices. Planning choices include the purchase and sale of real property and businesses (outright and installment)and trusts. Income, gift and 3 transfer tax codes are integrated into the analysis without modules or add-ons. Internet connection is required to register the software
Product Features
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Personal Finance Software
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Determine when you can retire
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Integrates estate and financial planning
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Unlimited scenarios can be created
- Import and Export to professional advisors
Product Review
This CD-ROM is very useful when planning your retirement, there are step-by step instructions built in to the program. The software is easy to use, and you can take so much in account that it is useful fore everybody. The final analysis is crystal clear. It is rather expensive, but its worth the money.
American Dream Planner Personal Edition
John
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