Retirement Planning Software
You've Got Options.
When can I retire? How much more do I need to save? If my savings portfolio grows 3%, 5%, or 8% over the next 10 or 20 years what impact does that have on my retirement date? How much annual income does each of these scenarios allow me to draw at retirement?
Nest Egg Retirement Planning Software
is the answer.
What does the worst case scenario look like for me
when I am 65?
What about 85? What if I live to a 100?
What is the realistic best case scenario?
What is the worst case scenario?
What needs to happen to ensure I never run out of money in my lifetime?
These questions and many more are answered by Nest Egg Software, the leader in Retirement Planning Software.
Nest Egg Software is a revolutionary Retirement Planning Software application that enables you to forecast your savings growth around a tried-and-true distribution plan, using our unique “Basket Strategy.”
Not all Nest Eggs are created equal.
Basically you allocate your investments; stocks, mutual funds, 401K, and IRA's into 4 different baskets of money. Your conservative investments go in Basket 1, the more aggressive, longer term investments in Basket 4. Moderate risk in Basket 2 and 3.
The strategy then allows you at retirement to pull money from one of the baskets while the others continue to grow.
You can then change variables within the tool to test “What if? Scenarios:
- Desired annual income
- Inflation rates
- Retirement start date
- Basket withdrawal duration, amount, and growth rate
...and instantly see the impact to your savings and retirement revenue for this year, next year and 40 years from now.
Nest Egg Retirement Planning Software puts you in control of your future.
No more guessing.
Connect Anywhere
Nest Egg is an online application that will allow you to prepare income plans anywhere you have an Internet connection and a web browser. There is nothing to install and works on both PC and Mac platforms.
Full-color Charting
Nest Egg is an easy-to-use application that will allow you to create captivating, dynamic income plans in no time. The reports provide a significant amount of information in a logical format that won't overwhelm the client.
Real-time Data
Nest Egg can be used in all of your account reviews and allows you to input real-time account balances and make periodic changes to each income plan. This planning tool can become the basis for all future client meetings.
