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On the recordRead 8 Oct 202615 facts
The Complete Retirement Planner
Plans and prices
The Complete Retirement Planner - 2026
$89.99one-time
Requires paid Microsoft Excel 2016 or later · Does not work on iPads
Read 8 Oct 2026 · completeretirementplanner.com
On the record
- Forecasts
- Its projections include income, expenses, taxes, required minimum distributions, withdrawals, and savings.completeretirementplanner.com · read 8 Oct 2026
- Healthcare planning
- The planner includes Medicare and IRMAA information, estimates long-term care insurance costs, and models healthcare expenses.completeretirementplanner.com · read 8 Oct 2026
- Income and savings
- It supports multiple income sources, Social Security, pensions, annuities, retirement accounts, health savings accounts, and non-retirement savings.completeretirementplanner.com · read 8 Oct 2026
- Integrations
- The maker says the planner is not linked to outside sources.completeretirementplanner.com · read 8 Oct 2026
- Maker
- The maker says TCRP was created in 2017; the About page identifies Drew Parker as its creator.completeretirementplanner.com · read 8 Oct 2026
- Platform requirement
- The planner requires a full paid version of Microsoft Excel 2016 or later and does not work with online Excel, iPads, Numbers, Google Sheets, or LibreOffice.completeretirementplanner.com · read 8 Oct 2026
- Purpose
- The planner creates individualized year-by-year financial forecasts for pre- and post-retirement planning.completeretirementplanner.com · read 8 Oct 2026
- Roth conversions
- The Roth conversion calculator compares before-and-after tax brackets, taxes, distributions needed to pay taxes, and savings balances.completeretirementplanner.com · read 8 Oct 2026
- Scenario planning
- Users can vary income, expenses, investment returns, and one-time events to model what-if scenarios and sequence-of-returns risk.completeretirementplanner.com · read 8 Oct 2026
- Security and privacy
- The maker says the Excel tool is saved directly to the user's computer and that information is not saved to the cloud or linked to outside sources.completeretirementplanner.com · read 8 Oct 2026
- Social Security
- The Social Security calculator models claiming ages and can show spousal and survivor benefits and annual and lifetime totals.completeretirementplanner.com · read 8 Oct 2026
- Support
- The maker invites customers to submit questions or feedback through its contact form and says it will respond as quickly as possible.completeretirementplanner.com · read 8 Oct 2026
- Tax planning
- It calculates federal taxes by year and lets users enter an effective state income tax rate and optional federal deductions.completeretirementplanner.com · read 8 Oct 2026
- Update schedule
- The maker says the planner is updated each January with current tax codes and new features.completeretirementplanner.com · read 8 Oct 2026
