In this series of short articles, The Skilled Investor compares the functionality of the Quicken and VeriPlan financial lifecycle planners. At the bottom of this article you will find links to the previous topic and the next topic. A link is also provided that returns you to the main topic listing of this comparison.*

VeriPlan Personal Financial Lifecycle Planner

VeriPlan automatically applies current variable U.S. federal ordinary income tax rates and limits to every projection year.  (See:  VeriPlan projects your US federal state and local lifecycle taxes)

VeriPlan contains and applies tax rate information for the 50 United States and Washington, D.C. and automatically applies either variable, flat, or no income tax for any state that you choose. You can update this state tax information, if needed.

VeriPlan can automatically apply any local ordinary income taxes. You can supply and update this tax rate information, if needed. VeriPlan can project a) no taxes, b) flat tax rates, c) variable tax rates, or d) New York City income tax rates, which are provided as an example.

Quicken Retirement Planner

The Quicken Retirement Planner does not take into account federal marginal income tax rates, limits, and other factors. 

The Quicken Retirement Planner does not take into account state and local income tax rates, limits, differences in taxable income, and other variable tax factors.

* Lawrence Russell and Company is the publisher of The Skilled Investor and the developer of VeriPlan. The Skilled Investor has made an attempt to characterize factually the functionality of both the Quicken Retirement Planner and VeriPlan.

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