Retirement Budget Calculator
7.3#4 in retirement planning softwareFrom $95 a yearFree planWeb
VisitRetirement Budget Calculator vs WealthTrace
WealthTrace
6.2#15 in retirement planning softwareFrom $229 a yearWeb
VisitWhat both publish
| Fact | Retirement Budget Calculator | WealthTrace |
|---|---|---|
| Purpose | The calculator helps estimate retirement budgets, life expectancy, net worth, taxes, withdrawal strategies, Roth conversions, and whether someone can retire. | WealthTrace provides retirement planning software for individuals and couples to build, manage, and analyze their own plans. |
| Security | The privacy policy says the company maintains security measures but cannot guarantee information will remain free from unauthorized access, use, disclosure, or alteration. | WealthTrace states that it uses 256-bit encryption for information passed between users and its servers. |
| Support | Support is offered through the Contact Us page and [email protected]; premium subscribers also receive community-portal access. | The pricing page lists email and live chat support for individual plans, with priority support for Deluxe; Advisor includes email and phone support. |
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
WealthTrace plans
- Individuals: Standard$229 a year
- Individuals: Deluxe$289 a year
- Advisor$1,049 a year
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 WealthTrace if…
You want what its maker publishes above — check its page for the details.