Side by side
IncomePro vs The Complete Retirement Planner
Both stand on retirement planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial Web
IncomePro brings retirement income, tax, and scenario projections together for advisors. Its client limits, subscription commitment, and compliance responsibilities are important factors to weigh.
Visit IncomePro Paid MacWindows
The Complete Retirement Planner puts retirement income, tax, benefit, conversion and healthcare scenarios into an Excel-based model. Its $89.99 one-time price is paired with strict desktop Excel requirements and no outside account connections.
Visit The Complete Retirement PlannerThe facts
| IncomePro | The Complete Retirement Planner | |
|---|---|---|
| Free plan | A free trial | No |
| Open source | Not published | Not published |
| Runs on | Web | Mac, Windows |
| Lowest paid plan | Starter: $99 a month | The Complete Retirement Planner - 2026: $89.99, paid once |
| Plans published | 3 | 1 |
| Maker | Not published | Not published |
| Website | incomepro.org | completeretirementplanner.com |
| On retirement planning software | #22 of 26 | #26 of 26 |
IncomePro: what it does well
- Projects five retirement income sources in one view
- Stress tests four scenarios using S&P 500 sequences
- Includes federal tax and IRMAA projections
- Seven-day Professional trial requires no credit card
- Professional includes unlimited clients and generated reports
What to know first
- No free plan is listed
- Starter is limited to 25 clients
- Subscriptions begin with a 12-month commitment
- Advisors remain responsible for regulatory compliance
The Complete Retirement Planner: what it does well
- Year-by-year income and expense forecasts
- Detailed federal and state tax inputs
- Social Security claiming and survivor scenarios
- Roth conversion comparisons
- Healthcare and long-term-care planning
What to know first
- No free plan
- Requires paid Microsoft Excel 2016 or later
- Does not work with online Excel or iPads
- No account synchronization
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