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.
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 voluntary contribution. 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 contribution is $10-20, but if you make any contribution 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.
If you’re feeling intrepid and would like to try out a beta release of the planner with support for ROTH conversions and a few other minor upgrades, please visit this page.
NOTE: If you get an error when you try to run the planner, please contact us for additional support.
Screenshot of the Standalone Application