Overview
What is J and L Financial Planner Professional?
The top rated J and L Financial Planner is a financial planning software program that allows you to create simple or complex financial scenarios based on financial events through out your life. It makes your financial planning easy. The program incorporates a Monte Carlo Analysis and Rule 72t.
In depth
A closer look at J and L Financial Planner Professional
The top rated J and L Financial Planner is a financial planning software program that allows you to create simple or complex financial scenarios based on financial events through out your life. It makes your financial planning easy. You create the scenario based on your current financial status and future financial events. The J and L Financial Planner executes your scenario and displays the effects on your net worth through out a selected time span. Two of the main features of the program is the addition of a Monte Carlo Analysis, a Historical Return Analysis, and a Rule 72t calculator. The output is displayed in a text format that shows the yearly effects on up to 50 accounts, including investment, tax free, retirement, asset and equity accounts. The output may also be presented with bar, line and pie graphs. The program can create a scenario based on mortgage, loan, credit card debt, withdrawal, deposit, and transfer events. The program incorporates MRD(Minimum Required Distributions) as well as Revenue Code Section 529 ( College Investment Savings) into the scenarios. The program incorporates up to 5 separate budgets and the ability to track individual budget items. Each event has an option to be adjusted yearly for inflation or a separate yearly adjustment rate. There are many screen and printed reports.
Verdict
Should you download J and L Financial Planner Professional?
J and L Financial Planner Professional runs on
Windows 10/11
and is available under the
Shareware
license
— the installer is 1236 KB.
We’ve catalogued it under
Accounting.
✓
Verified clean. Every J and L Financial Planner Professional build on SoftLookup is scanned for viruses, spyware, adware, trojans and backdoors. We re-test on every update.
Sponsored
At a glance
J and L Financial Planner Professional specifications
- Last updated
- Mar 12, 2025
- License
- Shareware
- Operating system
- Windows 10/11
- File size
- 1236 KB
- Price
- $129.95
- Page views
- 659
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