All reports are supplied in PDF format for consistency. If you do not have Acrobat Reader you may download it for free from Adobe.

RetirementWorks(R) II Sample Report "Retirement Plan for Matthew H. and Linda Client"

We also offer the following index of calculators to help you determine which of our products is right for you. In addition, you may view sample reports for each of the calculators to give an idea of what information is provided along with the numerical calculation. We offer this approach to allow those of you who don't want to install our demos or try the web calculators to see the amount of useful information contained therein. We hope you will find them both surprising and informative.
Type of calculation (and report sample) 403b Desktop RetirementWorks Desktop Web Calculator
403(b) Contributions
403(b) Batch processing
403(b) Publication 571 Report
457 Plan Contributions
72(t) Distributions
Annuity Payments
Asset Accumulation Comparison
Asset Allocation, General Method
Asset Allocation, Needs Based
Federal 1040 Analysis
Future Value
Future Value, Cost of Delay
Inherited IRA
Life Expectancy
Loan Amortization
Lump Sum Distributions
Mortgage Amortization
Paycheck Comparison (Basic)
Paycheck Comparison (Advanced)
Pre-tax / After-tax Contributions
Qualified Plans Rollover Options
Required Minimum Distributions
Retirement Income Amount
Retirement Income Annuitization
Retirement Income Sources
Retirement Needs Analysis
Retirement Needs TSA presentation
Retirement Plans Wizard
Roth IRA Rollover / Conversion
Social Security Retirement Benefits
State Retirement Plan benefits
State Retirement Years of Service Buyback

Still River Retirement Planning Software, Inc.
· 75 Broad St., Pittsfield, MA 01201
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