Planners Demand More from Retirement Planning Software

McCarthy, Ed
March 2006
Journal of Financial Planning;Mar2006, Vol. 19 Issue 3, p28
Academic Journal
The article focuses on how financial planners use retirement planning software programs to help advise their clients. The author interviewed several financial planners about the state of financial planning software programs. Many of the planners said that financial planning software tends to not allow for "mid-stream" correction. As people enter into retirement, they may adjust their withdrawal of retirement funds during the course of their retirement.


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