January 25, 2012, Cover Stories, Technology

Four Income Planning Tools

By Joel Bruckenstein   Tue, Jan 03, 2012

Here are brief reviews of four noteworthy but not-widely-known retirement income planning software tools, provided by the publisher of Virtual Office News and the T3 Newsletter. Mr. Bruckenstein is also a CFP.

Building good retirement income software is challenging. The field of retirement income planning itself is still evolving, and the software supporting those efforts is evolving along with it. Numerous approaches to generating a retirement income plan are currently available. 

Joel BruckensteinWe’ve profiled a handful of lesser-known yet valuable applications, each designed to create meaningful retirement income planning results with minimal data entry. These thumbnail sketches of the products should serve as a starting point for anyone in the market for a targeted retirement income software solution.


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