Now updated for the new TCJA tax law (12/22/17).
R-MAP™ is available “risk-free” as a 30-day money-back trial. Download the tool and share your reactions and suggestions—either privately to [email protected] or publicly as a review on the product page. Thank you for your interest and support!
— Michael Lonier, RMA℠
Enter income, pensions, fixed, discretionary, and one-time expenses, assets, debts, choose a Social Security strategy, and schedule any asset sales and debt payoffs
R-MAP™ shows the household balance sheet with the NPV of all assets and liabilities, the income floor relative to financial capital, and cushion above the floor
R-MAP™ shows the effect of annual income and expenses on the portfolio—tax deferred, tax-free, and taxable—and what-ifs for annuities and Roth conversions
Finally a tool that makes risk-free retirement income planning FUN!