VeriPlan 2011 Lifetime Financial Planner


Find the Best Retirement Calculator and Personal Financial Planning Software



VeriPlan version 2011 enhancement notes

These are the primary enhancements and updates in the 2011 version of the VeriPlan lifetime personal finance software:

1) Reorganized and expanded VeriPlan’s projection graphics and associated data tables to increase clarity and to expose more of VeriPlan’s internal projection information.

2) Updated all US Federal and 50 state + DC tax rates, limits, phaseouts, and other tax parameters using the latest year 2010 or 2011 information available from these various tax authorities. Updated tax information related to traditional and Roth tax-advantaged IRA and employer-sponsored retirement plan contributions and withdrawals.

3) Added “How To Use VeriPlan” worksheet to clarify methods of developing and comparing VeriPlan’s lifetime financial planning projections.

4) Improved Social Security inputs and controls for two earners who expect to qualify for separate retirement payments.

5) Updated internal historical asset class returns, inflation, and volatility data for 1928 to 2010. Provided new historical graphic and data table with these annual data series.

6) Instituted “letter and number” spreadsheet grouping system for VeriPlan to improve ease-of-use. (This also provides a worksheet grouping solution for Microsoft Excel versions on the Macintosh that do not properly display standard Excel colors on worksheet tabs.)

7) Added information to the “T3-Retirement Tool” about investment “asset tax location” optimization. Also provided information about Social Security and tax-advantaged retirement plan tax optimization strategies in the period between retirement and the initiation of Required Minimum Distributions.

8) In Section 4 of the “Graphics Overview (G1 TO G22)” worksheet, explained why tax-advantaged contributions strategies may cause spikes in some lifetime financial plan projection data

9) Reviewed all 77 worksheets, graphics, and data tables for general improvements and internal/external hyperlink updating and validation.

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VeriPlan Is Simply The
Best Financial Planning Software
You Can Buy!
.

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Only $57 for a license for ALL your household PCs
… with Free Shipping of the CD within the USA
Full 30-Day, 100% Money Back Guarantee — No Questions Asked
No Support Contract Required
No Need To Buy Upgrades, Since All Parameters Are User-Changeable
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VeriPlan is a Great Product, a Great Deal,
and a Great Help with Your Personal Financial Planning.
Thank You Very Much for Your Order!
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Note: We mail your VeriPlan lifetime financial planning software CD on the next business day after PayPal has notified us of your order. When your order ships, we will send a shipment notification email to you using the email address supplied by PayPal. VeriPlan is shipped via the USPS, and deliveries typically take 3 to 10 days to arrive.

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