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Retirement PlanningIntermediate
Retirement Navigator — Couples Edition
The complete budget & retirement planning system for couples planning retirement together after 50 — private, powerful, and jargon-free.
Excel
$59
Retirement Planning
Plan retirement with confidence — projections, Social Security timing, RMDs, Roth conversions, and stress tests, for individuals and couples.
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Retirement PlanningIntermediate
Retirement Navigator — Individual Edition
A complete, private, do-it-yourself retirement and budget workbook built for one person — projections, Social Security, RMDs, Roth conversions, and stress tests.
Excel
$49
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Retirement PlanningAdvanced
Roth Conversion Navigator
How much should you convert to Roth this year? A full 2026 federal tax engine shows the real bracket, Social Security impact, IRMAA risk, and effective rate — before you touch your IRA.
Excel
$59