Retirement income modeling

Utilize the renowned NaviPlan cash flow engine to model virtually any retirement income scenario.



Tax-efficient drawdown strategies

Model various scenarios with the help of detailed tax analysis at the both the federal and state level.





Social security planning

Confidently recommend optimized Social Security income strategies to any client.





Bucketing strategies

Model the most efficient liquidation order across qualified and non-qualified accounts to plan for any retirement gap.



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Latest update | NaviPlan 20.3

Our latest update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.

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Related resources for financial advisors

Help clients make crucial Social Security decisions and prepare them with the detailed retirement income planning functionality in NaviPlan.

Helping clients make crucial Social Security decisions

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