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J and L Financial Planner Professional
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Version
9.0
The top rated J and L Financial Planner is tool that
allows you to create simple or complex financial
scenarios based on financial events through out your
life. You create the scenario based on your current
financial status and future financial events. The J
and L Financial Planner executes your scenario and
displays the effects on your net worth through out a
selected time span. Two of the main features of the
program is the addition of a Monte Carlo Analysis, a
Historical Return Analysis, and a Rule 72t calculator.
The output is displayed in a text format that shows
the yearly effects on up to 50 accounts, including
investment, tax free, retirement, asset and equity
accounts. The output may also be presented with bar,
line and pie graphs. The program can create a scenario
based on mortgage, loan, credit card debt,
withdrawal, deposit, and transfer events. The program
incorporates MRD(Minimum Required Distributions) as
well as Revenue Code Section 529 ( College Investment
Savings) into the scenarios. The program incorporates
up to 5 separate budgets and the ability to track
individual budget items. Each event has an option to
be adjusted yearly for inflation or a separate yearly
adjustment rate. There are many screen and printed
reports.
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