Retirement income modeling

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

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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Related resources for financial advisors

Help clients make crucial Social Security decisions and prepare them with the detailed retirement income planning functionality in NaviPlan.

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