Hamilton Software offers early retirement planner

Hamilton Software Inc. has released Nest Egg Early Retirement Pro, a standalone downloadable program designed to assist users — knowledgeable individual investors and advisers alike — in planning specifically for the goal of early retirement.
NOV 15, 2009
Hamilton Software Inc. has released Nest Egg Early Retirement Pro, a standalone downloadable program designed to assist users — knowledgeable individual investors and advisers alike — in planning specifically for the goal of early retirement. Users can experiment with various asset-stretching tactics, including income tax leveling, borrowing to reduce taxes, and no-penalty early IRA withdrawal strategies. Nest Egg Pro's planning algorithm can be customized to take into account individual circumstances like estimated college expenses for children or grandchildren, a reverse mortgage or health insurance. It can also help plan a period of semi-retirement. The program uses Monte Carlo simulation that's run against historic market data to measure a plan's probability of success. Advisers might also like the program's ability to generate customizable reports, with charts, educational sections, recommended cash sources and asset allocation, among other things. Nest Egg Early Retirement Pro costs $99.95. For more information, or to download a free trial of the program visit the company's Nest Egg Early Retirement Pro web page. For more general information visit Hamilton Software.

Latest News

SEC fines Zoe Financial $450K over undisclosed referral conflict
SEC fines Zoe Financial $450K over undisclosed referral conflict

Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.

Senate vote on NIL bill could reshape college athletes' paydays
Senate vote on NIL bill could reshape college athletes' paydays

The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.

'I'm done': Pandemic memories push business owners toward the exit
'I'm done': Pandemic memories push business owners toward the exit

"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.

Northern Trust bulks up family office team with New York hires
Northern Trust bulks up family office team with New York hires

Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.

SEC accuses trucking operator of running $127 million Ponzi scheme
SEC accuses trucking operator of running $127 million Ponzi scheme

765 investors were promised 260% annual returns on truck leases

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains