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Retirement Budget Calculator vs The Complete Retirement Planner

What both publish

FactRetirement Budget CalculatorThe Complete Retirement Planner
PurposeThe calculator helps estimate retirement budgets, life expectancy, net worth, taxes, withdrawal strategies, Roth conversions, and whether someone can retire.The planner creates individualized year-by-year financial forecasts for pre- and post-retirement planning.
Social SecurityThe Social Security Maximizer calculates suggested claiming dates and estimates personal and spousal benefits, lifetime benefits, lifetime taxes, and end-of-life liquid assets.The Social Security calculator models claiming ages and can show spousal and survivor benefits and annual and lifetime totals.
SupportSupport is offered through the Contact Us page and [email protected]; premium subscribers also receive community-portal access.The maker invites customers to submit questions or feedback through its contact form and says it will respond as quickly as possible.

Retirement Budget Calculator plans

  • Free Plan (lifetime)Free
  • Free PlanFree
  • Premium Plan$9.95 a month
  • Premium Plan (monthly)$9.95 a month
  • Premium Plan$95 a year
  • Premium Plan (yearly)$95 a year

The Complete Retirement Planner plans

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

Pick Retirement Budget Calculator if…

Its stated audience is people age 55 and older preparing for retirement. Access is currently reserved for individuals and families working directly with Parker Financial LLC, so it is not available to new users generally.

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.

Charts they share