Can it handle IRAs, 401ks, annuities etc?

Yes, and it can do it independently for you and for your spouse. It also keeps track of withdrawal penalties, in the event you need to access your tax-deferred savings before your retire.

Can I use REMY$ Financial Planner to track the equity on my home?

Yes. As well as the value of any asset you own or plan to buy, or any type of cash flow (special income or expense, such as weddings, medical emergencies, insurance proceeds etc.)

Will it keep track of my budget expenses and debt?

Yes. REMY$ Financial Planner will let you get started with 'lump-sum' estimates of your expenses, but you can change to Itemized mode, so you can generate a more accurate financial profile. You can also capture all sorts of debts, such as from credit cards, loans, credit lines etc.

Can it also track insurance benefits, or vehicles, vacation plans, or medical expenses?

Yes. REMY$ Financial Planner makes it easy to capture customized income and expense needs. You can also specify the amount, duration, and appreciation rate of the expenses individually.

Can I import information from external sources automatically?

You don't need to. REMY$ Financial Planner is designed to extract everything it needs to produce meaningful results by asking you simple questions you can answer mostly off the top of your head.

Can REMY$ Financial Planner help me explain our retirement plans to my spouse, if he/she is not comfortable handling our finances?

Yes. We provide extensive support for generating colorful visual reports describing your financial retirement profile at a glance. Your spouse also gets to independently track her financial profile. The built-in wizard also makes it easy for anyone to manage his/her finances with little or no financial skills.

Can I experiment with different "what-if" financial scenarios?

Yes. REMY$ Financial Planner includes the powerful Financial Advisor, where you can try dozens of specific, easy to implement, financial strategies on-the-fly. REMY$ Planner will instantaneously display the effects that those strategies have as you move a slide bar with your mouse.

Can I easily manage multiple financial scenarios independently of each other?

Yes, we let you save and restore financial scenarios, so you can retrieve and modify them as independent alternate retirement plans.

Can I print a meaningful summary of the best retirement plans that REMY$ Financial Planner generates?

Yes. The Action Plan Report summarizes all this for you. You can print and use it as a guide to ensure you are staying on track every month.

Can REMY$ Financial Planner help determine how much my kids will inherit from my Estate?

Yes. Although REMY$ Financial Planner is not an Estate Planning Tool per se, it can generate reports summarizing your final net worth at any age in the future. You can use this information to get a pretty good idea of how much your children can get.

Does it consider taxes when calculating my actual expenses?

Yes. REMY$ Financial Planner provides recommended expected values for your state, federal, payroll, or capital gain taxes. REMY$ Planner also lets you adjust those values to your particular tax situation, with your accountant's feedback.

Does REMY$ allow for transfes to Tax Software programs at the end of the year?

NO. In order to make REMY$ Financial Planner both easy to use and accurate for its mid to long-term financial planning purposes, it uses average tax estimates that you can readily obtain from past tax returns. If you want to obtain an 'exact' figure for your tax liability, you should get it from your accountant, not from REMY$ Financial Planner, especially because tax laws change every year.

REMY$ Financial Planner complements tax software, by taking over where they left off. Specifically, tax software is usually to tiresome to maintain, and they do not integrate all of your financial sources of income and expenses properly. That is where REMY$ Financial Planner comes in. Over the years, what matters is that you have a valid estimate of you average taxes (Federal, State, Capital Gains, early withdrawal penalties etc.)