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How to Use Retirement Analyzer

Conducting a Thorough Analysis

There are many ways to conduct an analysis. Using a comprehensive financial software program shortens the time to conduct a thorough analysis and creates an accurate portrayal of future retirement cash flows. We recommend Retirement Analyzer when talking specifically about a retirement calculator.

Why Retirement Analyzer? First, it’s easy to use. Then, the output focuses on retirement income planning. Additionally, it’s a cash-flow calculator that considers:

  • Taxes
  • Inflation
  • Rates of return
  • Sources of income
  • Retirement accounts, and more.

Plus, they provide a seemingly endless supply of training, tools, and resources.

When helping our advisors with a specific case, Retirement Analyzer makes this easy to accomplish. Once you create a new client file and enter the required information, you can easily share the file with us, or anyone with a Retirement Analyzer license.

If you wanted to show our case designers what you’re working on, just push a button and enter our support email address. Now we can see exactly what you’re doing and we can talk it through. So, let’s take a look at the program.

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