Forecaster Retirement & Estate Planning
Sophisticated. Easy. Free.
Computer Shopper, May 2007, "Best Free Software"
Forbes 2009 Retirement Guide, October 2008, "Best Planning Software"
Click here for introductory walkthrough video
Forecaster Features
The Forecaster program assists you to organize and manage your retirement and estate planning. You specify to the Forecaster program one or more persons whose positions are to be considered, and create one or more Forecaster plans for them. Each Forecaster plan represents a set of assets whose future performance will be simulated by the Forecaster program.
By varying assumptions of parameters such as tax rates, inflation rates, rates of return, and legal arrangements such as trusts, you can use the Forecaster program to zero in on the strategies to follow for achieving the best outcomes.
Doing "What If" Experiments
The Forecaster program allows "What If" experiments with parameters and actions that can be enabled or disabled with the click of a mouse button. Changes to parameters such as taxes and earnings rates can be tried easily to compare results. Scenarios with different beneficiaries can be tested for their effect on estate planning.
In the example shown below, a beneficiary instruction is disabled to test the resulting estate outcome. Read more about doing "What If" experiments.
