The Complete Retirement Planner

Spec sheet

Purpose

The planner creates individualized year-by-year financial forecasts for pre- and post-retirement planning.Read 8 Oct 2026 · completeretirementplanner.com

Integrations

The maker says the planner is not linked to outside sources.Read 8 Oct 2026 · completeretirementplanner.com

Support

The maker invites customers to submit questions or feedback through its contact form and says it will respond as quickly as possible.Read 8 Oct 2026 · completeretirementplanner.com

Founded

2017Read 28 Sep 2026 · completeretirementplanner.com

Maker

The maker says TCRP was created in 2017; the About page identifies Drew Parker as its creator.Read 8 Oct 2026 · completeretirementplanner.com

Forecasts

Its projections include income, expenses, taxes, required minimum distributions, withdrawals, and savings.Read 8 Oct 2026 · completeretirementplanner.com

Healthcare planning

The planner includes Medicare and IRMAA information, estimates long-term care insurance costs, and models healthcare expenses.Read 8 Oct 2026 · completeretirementplanner.com

Income and savings

It supports multiple income sources, Social Security, pensions, annuities, retirement accounts, health savings accounts, and non-retirement savings.Read 8 Oct 2026 · completeretirementplanner.com

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.Read 8 Oct 2026 · completeretirementplanner.com

Roth conversions

The Roth conversion calculator compares before-and-after tax brackets, taxes, distributions needed to pay taxes, and savings balances.Read 8 Oct 2026 · completeretirementplanner.com

Scenario planning

Users can vary income, expenses, investment returns, and one-time events to model what-if scenarios and sequence-of-returns risk.Read 8 Oct 2026 · completeretirementplanner.com

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.Read 8 Oct 2026 · completeretirementplanner.com

Social Security

The Social Security calculator models claiming ages and can show spousal and survivor benefits and annual and lifetime totals.Read 8 Oct 2026 · completeretirementplanner.com

Tax planning

It calculates federal taxes by year and lets users enter an effective state income tax rate and optional federal deductions.Read 8 Oct 2026 · completeretirementplanner.com

Update schedule

The maker says the planner is updated each January with current tax codes and new features.Read 8 Oct 2026 · completeretirementplanner.com

Plans and prices

Every The Complete Retirement Planner plan and price →

Where Specifiction places it

• Retirement Planning Software#23 of 267.2