Retirement income modeling

Utilize the renowned NaviPlan cash flow engine to model virtually any retirement income scenario.

More NaviPlan Features
Lead generation and goal discovery
Account aggregation
Collaborative financial planning
Financial fact finder
Analysis and recommendation
Advanced tax planning
Asset allocation & risk tolerance
Business planning
Cash flow planning
Equity compensation
Estate planning
Goals based planning
Guided Retirement
Insurance planning
Monte Carlo analysis
Retirement income modeling
Scenario analysis
Implementation and monitoring
Client portal
Compliance workflow
Custom client reports


Tax-efficient drawdown strategies

Model various scenarios with the help of detailed tax analysis at the both the federal and state level. Create and analyze alternative scenarios with clients.
 


Social security retirement planning

Confidently recommend optimized Social Security income strategies to any client.
 


Bucketing strategies

Model the most efficient liquidation order across qualified and non-qualified accounts to plan for any retirement gap.
 

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

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