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.



NaviPlan 20.2 release thumbnail

Latest update | NaviPlan 20.2

The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.

Read the release details

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