Retirement Planning Software

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underhill
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Joined: Sun Jun 23, 2024 3:23 am

Retirement Planning Software

Post by underhill »

Any recommendations on retirement planning software? Preferably with a decent free/demo version?

I found several online, but they're all too simplistic for me. I'd like to be able to specify things like declining spending with age, and different tax-rules for different buckets of money.

I have several spreadsheets I use, but wouldn't mind a second opinion or two.

Any suggestions?
beanhead
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Re: Retirement Planning Software

Post by beanhead »

I just use one called Excel.
Aiming to retire at 60 and live for a while longer. 95% index funds (eMaxis Slim etc), 5% Japanese dividend stocks.
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RetireJapan
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Re: Retirement Planning Software

Post by RetireJapan »

Google Sheets and journalling for me.
English teacher and writer. RetireJapan founder. Avid reader.

eMaxis Slim Shady 8-)
captainspoke
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Re: Retirement Planning Software

Post by captainspoke »

I work best with a napkin or the back of an envelope.
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adamu
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Re: Retirement Planning Software

Post by adamu »

I carve it in to the back of my hand with a compass.
Tsumitate Wrestler
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Re: Retirement Planning Software

Post by Tsumitate Wrestler »

Through my training as a Mentat and a Zensunni Philosopher all my planning is internalized and perfectly logical.
William
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Re: Retirement Planning Software

Post by William »

:D :D :D

(Not really constructive, and I'd like to apologize for that, but I wanted to have it on record that your suggestions have been properly noted.)
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