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?
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.”
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:
...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.
The Advisor Version of Nest Egg Software allows you as a financial advisor to have all of your clients plans within one simple tool. There is no limit to the number of clients or the number of scenarios for each client... and No stinking licencing fees.
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 consumer or
financial advisor's clients. It is the best format for both the consumer
and advisor/client to understand.
Nest Egg can be used in all of your plan reviews and allows you to input real-time account balances and make periodic changes to each income plan. This planning tool will become the basis for all future financial reviews wether you do it alone or with the help of a financial advisor.