Compare Plans
- Personal Plus
- Professional
- Enterprise
| Estimate Retirements for: | Personal Plus | Professional | Enterprise |
| Estimate Retirements for: | $9999 /first year | $679 /first year | contact us |
| CSRS | |||
| CSRS Offset | |||
| FERS (includes RAE & FRAE) | |||
| FERS Transfer | |||
| MRA +10 | |||
| Regular (Voluntary) | |||
| Early Out - VERA (Optional) | |||
| Special Provisions (Mandatory) | |||
| Federal Employees | |||
| Postal Employees | |||
| Law Enforcement Officers | |||
| Firefighters | |||
| Air Traffic Controllers | |||
| One-click earliest retirement date estimate | |||
| Estimate future creditable service time | |||
| Estimate sick leave service time | |||
| Military service time - option to recalculate SCD | |||
| Estimate High 3 average at retirement | |||
| Option to manually enter High 3 | |||
| Estimate deposit, costs & penalties | |||
| Estimate redeposit, costs & penalties | |||
| Estimate monthly & annual annuity | |||
| Survivor Benefit: election options, benefits & costs | |||
| Estimate accumulated costs of survivor benefit | |||
| Estimate DELAYED retirement annuities (not Deferred) | |||
| Estimate COLA increases in retirement | |||
| Estimate FERS Supplement | |||
| Detailed entries for: Existing Savings, Contributions (including govt match & catch up), Rates of Return & Withdrawal Age | |||
| Detailed Estimates for Contributions, Growth (including compound interest) & Withdrawal | |||
| Compare affects of changing TSP fund allocations | |||
| Growth impacts from compound interest | |||
| All TSP withdrawal options | |||
| Estimate FEGLI benefits & costs: Basic, Options A, B & C | |||
| Estimate FEHB costs - Monthly, Annually, Accumulative | |||
| Estimate benefits & costs of FLTCIP | |||
| Outside sources of income | |||
| Income comparison from last 30 days of work vs first 30 days in retirement | |||
| Salary, Annuity, FERS Supplement, Social Security, TSP | |||
| Living Expenses - Summarized or Itemized | |||
| Retirement Penalties, Survivor Benefit, FEGLI, FEHB, LTC, Taxes | |||
| Income & Expense Comparisons | |||
| 50+ page Retirement Benefits Analysis Report (link to the sample report at bottom of Home page) | |||
| Printing Capabilities | |||
| Cover Page Customization - Company Name, Agent Name & Information | |||
| Custom Footers - Company Name, Agent Name & Agent Phone Number | |||
| Custom Disclaimers | |||
| Save user-defined report pages | |||
| Fact Finder - all data required by the program, in the order it is entered | |||
| Email client files between users of the software | |||
| On-screen prompts to guide data entry | |||
| Data entry limited to one user (DOB entry) | |||
| Unlimited client file creation | |||
| Web-based option available | |||
| Assign & revoke user privileges | |||
| Maintain control of all assigned users data for quality control & client data retention | |||
| Administrative oversight of assigned users | Buy Now | Buy Now | Contact Us |