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Can I Trust Retirement Planning Software?

October 8, 2020 | software | No Comments

What is the state of retirement and retirement income software? Can I trust what I get from my adviser? What do I need to know about underlying assumptions and the like?

Those are the questions posed to Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, in this episode of Ask the Hammer.

And the answer: “The state of software today is infinitely better than it was in previous years,” says Levine. It can do so much more than it did five or six years ago and it’s iterating quickly. “It’s really incredible to see the pace at which things are changing,” he says.

But while retirement planning software is “infinitely better” than what it was it’s still light years away from where Levine thinks it needs to be. “There’s still a lot of gaps,” he says.

Levine also says it’s important to get a list of the assumptions

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