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ProjectionLab vs The Complete Retirement Planner

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ProjectionLab

8.0#2 in retirement planning softwareFrom $129 a year
Free planAndroidiOSWebAPI
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What both publish

FactProjectionLabThe Complete Retirement Planner
Founded20212017
IntegrationsDirect financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations.The maker says the planner is not linked to outside sources.
PurposeProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future.The planner creates individualized year-by-year financial forecasts for pre- and post-retirement planning.

ProjectionLab plans

  • BasicFree
  • Premium$129 a year
  • Pro$549 a year

The Complete Retirement Planner plans

  • The Complete Retirement Planner - 2026$89.99, paid once

Pick ProjectionLab if…

ProjectionLab suits individuals planning personal finances or retirement, and its Pro plan is described for financial advisors and coaches. It also fits people who prefer planning without linking bank or brokerage accounts.

Pick The Complete Retirement Planner if…

It suits people who want detailed year-by-year retirement forecasts covering income, savings, taxes, Social Security, and healthcare. It requires a compatible desktop version of Microsoft Excel, so it is not suited to users relying on the listed unsupported spreadsheet options or devices.

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