American Dream Planner

Features

• Unlimited assets, income and expenses are projected over your lifetime. Monthly as well as annual budgets with begin and end month and a begin and end year for all income and expenses each of which can be assign a unique index for inflation.
• You can see the long term effects when you buy, sell, and refinance your current and future real property.
• Estate tax calculations are based on your the projected value of your estate which takes into account all of your financial planning choices.
• Planning choices including tax trusts, portability credit and gifting for larger estates.
• Fine tune your retirement planning with calculations that include contributions to specific retirement accounts while you are working, the growth of those retirement accounts and three options for withdrawals during retirement which can be defined as taxable or tax-free.
• Individualized begin/end dates with growth rates for investments, income, expenses, real property and business interests all of which are completely integrated with each other give you a more realistic projection of your estate.
• Create a viable long term budget that includes multiple income sources (earned, retirement, gift and inheritance) and normal annual expenses (i.e. food and shelter), single, special event expenses (i.e. wedding) and recurring expenses (i.e. car purchases every 3/4/5/6/7 years, vacations every year or every other year and future education expenses for yourself or your family).
• Unlimited investments means you can create your personal investment portfolio model, and see what happens to your wealth if you change that model at any time in the future.
• Divorce planning analysis helps determine the long term consequences in the division of assets, the allocation of debt and the payment/receipt of spousal and child support.
• Blended households analysis is possible because you can define any asset, income or expense as a joint or separate ownership or obligation.

*If this is not the "American Dream Planner" product you were looking for, you can check the other results by clicking this link.  Details were last updated on Jan 16, 2025 11:15 +08.