If you’d like the ability to save your plan’s inputs to use later, try out the standalone version of the planner. The standalone planner can be downloaded and installed on your computer. It has all the features of the planner applet plus it adds the ability to manage multiple ‘what-if’ scenarios and save all your inputs, so you don’t have to type them in every time you use the planner.
You must agree to the terms of the Flexible Retirement Planner’s Software Licensing Agreement to download or use the Flexible Retirement Planner Software. Please review these terms carefully before downloading or installing this software.
Here’s the download link for the Windows version of the standalone planner.
Use this link for a Mac and Linux compatible version.
Screenshot of the Standalone Application
Individuals running the standalone planner for non-commercial purposes may use the planner’s full-featured evaluation mode indefinitely. Educators are also permitted to use the standalone planner without a commercial license as part of an educational or training program.
Although not required, non-commercial users are encouraged to support us with a donation. If you do, you’ll receive a license key that changes the program from evaluation mode to a fully licensed ‘Personal Edition’ version of the program. The suggested donation is $20, but if you make any donation at all, you’ll receive a license key and our thanks.
Professional financial advisors who wish to use The Flexible Retirement Planner in their practice can learn about licensing and options for customization by viewing the licensing page.