VeriPlan Personal Financial Planning
DIY financial and retirement planning Excel calculator software
2024 enhancements to the VeriPlan financial planning Excel worksheet software The 2024 version of the VeriPlan DIY home financial planning spreadsheet software: – 1) Plan for over age 70 Qualified Charitable Distributions from traditional IRA accounts 2) Integrates a new “painless” Monte Carlo investment performance variance facility: 3) New Portfolio Return and new Portfolio Risk […]
A Brief History of VeriPlan * Under development since 2003 * Core functionality has been complete and robust since 2006 * First released for software licensing by the general public in 2006 * Annual enhancement releases that update tax and investment information since 2007 * Parameters have always been user updatable, so that upgrade purchases […]
Developing a Family Financial Plan with the advanced VeriPlan retirement calculator The detailed and advanced VeriPlan comprehensive retirement calculator is personally customizable financial planning software that helps you develop your own comprehensive lifetime financial and investment retirement plan for your family. Functioning as financial decision support software, it automates millions of integrated projection calculations behind […]
VeriPlan Overview: Part 7 of 7 VeriPlan financial software satisfaction guarantee, licensing, documentation, and system platform information Documentation: All of VeriPlan’s worksheets provide extensive and readily available documentation. A separate manual about VeriPlan’s personal financial management software and investment growth calculator features is not necessary, because all necessary instructions are in the software where you need […]
VeriPlan Overview: Part 6 of 7 VeriPlan’s 10 financial planning tools and retirement planning calculators Retirement Planning Calculator Tool: With this retirement planning tool, you can set individual retirement ages for Earners 1 and 2. You can select whether or not to retire simultaneously. You can also adjust your expected ordinary living expense budget in […]
VeriPlan Tax Calculator Overview: Part 5 of 7 The VeriPlan retirement planning calculator automatically projects your lifetime U.S. federal, state, and local taxes With its fully integrated lifetime retirement tax calculator and income tax estimator features, the VeriPlan personal finance software automatically projects your lifetime tax obligations in eight different tax categories. VeriPlan automatically projects […]
VeriPlan Retirement Investment Calculator Overview: Part 4 of 7 Your investment portfolio and assets in VeriPlan For each of your current investment portfolio asset holdings, the VeriPlan investment calculator software collects information about your share ownership amounts, values per share, investment costs, account taxability, and expected taxable capital gains distributions. The VeriPlan financial investment calculator […]
VeriPlan Overview: Part 3 of 7 Your income and debts in VeriPlan The VeriPlan financial planning software with its wide variety of fully integrated financial calculators and investment calculators uses your inputs about your financial situation and investment portfolio to develop your current projection baseline. VeriPlan collects the following personal financial information: Your Initial Ages: VeriPlan […]
VeriPlan Overview: Part 2 of 7 A well-organized lifetime financial planning application with extensive color graphics Organization: The VeriPlan personal finance software provides thirty-four user accessible worksheets organized into groups that have the same colored tabs. VeriPlan provides extensive internal and external hyper-linking to help you to get around quickly. VeriPlan’s primary worksheet groupings and […]
VeriPlan Overview: Part 1 of 7 Improving personal finance decisions with VeriPlan VeriPlan gives you significant personal insight into your most important personal finance and investment portfolio decisions. Through comprehensive and customized lifetime projections, VeriPlan’s integrated financial calculators and investment calculators model your particular financial situation across your adult lifetime. VeriPlan projects fully integrated scenarios about […]