The ultimate tool for planning a financially secure retirement
Plan and optimize your financial future
Find the right strategy to reduce your tax burden and boost your net worth
Plan across various life phases
Take advantage of the regular life phases and/or customize them for your and your spouse's situation
Get insights into your plan's performance
Compare various scenarios that differ in aspects such as:
- Retirement dates
- Place of residence
- Savings rates
- Asset allocations
- Account types
- Tax changes
Enhance your confidence under various economic conditions
Simulate your scenarios and review the results over various historical time periods
Improve your results through built-in optimizations
Profit from recommendations on asset and pension plan distributions as well as Roth conversions