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Retirement Planning by PC


PROGRAM
MAKER
PHONE                     COST        FORMAT
QUICKEN FINANCIAL           $40        Win 3.1/95 disk,
PLANNER                                CD-ROM
Intuit
800 446-8848

Best buy for Boomers. Lets you make year-by-year projections
of income and expenses from now until age 125. Also lets you
figure income and retirement benefits for you and your 
spouse separately.

RETIREREADY DELUXE          $49.95    Win 3.1/95 CD-ROM
Individual Software
800 822-3522

So-so calculators. Real strengths: multimedia tutorials for
retirement, topics A-Z. Also includes addresses and phone 
numbers for hundreds of private and government agencies.

RETIRE SECURE $45 Win 3.1/95 disk Price Waterhouse 800 422-5579 What you'd expect from CPAs: jargony help screens and dull graphics, but calculators so robust that a pro would use them.
RETIREMENT PLANNING $20 Win 3.1/Win95 disk ANALYZER T. Rowe Price 800 541-5760 For $20, good value: Not as thorough as the Quicken Financial Planner, but better at determining future tax rates and distinguishing tax-deferred from taxable accounts. Results: You may need less savings than you think. VANGUARD RETIREMENT $25 Win 3.1/95 disk, MANAGER CD-ROM; Mac disk, Vanguard Group CD-ROM 800 999-1529 The pick for seniors. Handles with aplomb such prickly issues as minimum required distributions. Comes with 300-page book, Investing During Retirement.


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Updated July 11, 1997 by bwwebmaster
Copyright 1997, Bloomberg L.P.
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