GlidePath Money

$129 one-time license

• yearly$3.25/mobilled annually ($39/yr)

• Desktop license included(null)
• 30-day refund(null)
• First year of maintenance included(null)
• Install on 3 devices(null)
• Retirement Monte Carlo(1,000 simulations)
• Tax Valley + Roth conversion windows(null)
• Backdoor Roth pro-rata + Form 8606 trail(null)
• HSA stealth IRA planner(null)
• Tax-loss harvesting scanner(null)
• Social Security claim-age scenarios(null)
• ACA bridge cost modeling(null)
• 0% balance-transfer tracking(null)
• Subscription rollover tracker(null)
• Loan amortization with balloon-payment warnings(null)
• Holdings + asset allocation(null)
• Net worth history, cash-flow tracking(null)
• Insurance inventory + coverage gap(null)
• Calendar of due dates(null)
• Unlimited accounts, cards, loans, transactions(null)
• Getting your data in CSV / tab-delimited / Excel Workbook import(null)
• NetBenefits Browser extension(null)
• Explain Mode(null)
• Resources & plain-English guides(null)
• Find a fee-only fiduciary(null)
• Shared household planning(null)

$199 one-time license

• yearly$3.25/mobilled annually ($39/yr)

• Desktop license included(null)
• 30-day refund(null)
• First year of maintenance included(null)
• Install on 6 devices(null)
• Everything in Personal(null)
• Invoice creator(null)
• Schedule C P&L preview(null)
• Schedule SE + QBI estimates(null)
• Solo 401(k) / SEP maximizer(null)
• Asset depreciation tracker(null)
• Home office deduction(null)
• 1099 prep(null)
• Mileage log(null)
• Accountant pack ZIP(null)