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Strategic Solutions
Strategic Solutions includes ten retirement planning modules which give
the user the ability to enter data and then print or display any or all
of the presentation quality report and graph pages contained within each
module. Answers questions like "Should I roll over my lump sum to
an IRA or use the 10 year average tax treatment?"; "How much
can I take out of my retirement account pre 59.5 without a tax penalty?";
"What will my minimum distribution amount be and which option will
be best?"; "Why should I start an IRA or 401(k) contributions,
how much money can I accumulate, and how much income can I expect?".
Modules include: Required Minimum Distribution, 72(t) Pre-59.5 Distributions,
Lump Sum Distribution, Retirement Capital Projection with the Monte Carlo
Simulation report, Pension Dimensions, Elderly Tax Planner, Break-even
Analysis, Retirement Plan Exchange, Qualified Retirement Plans, Cost of
waiting or Delay, and Capital Accumulation.
Calculating and displaying the effects of time and taxes on your client's
retirement accounts is now simpler, more accurate, and more presentable
than ever before. Retirement Solutions creates the reports needed to offer
your client complete explanations and graphic display of asset growth,
tax effects, cash flows and planning strategies. Retirement Solutions
consists of ten powerful modules to which address specific issues related
primarily to retirement planning.
Each of the Retirement Solutions modules are designed to allow quick
data input, letting you concentrate on serving clients, not spending hours
entering data. All report pages are presentation quality, which includes
proportional fonts, bold and underlined text, boxes, shadows, shading,
and twenty striking 3-D graphs which are embedded on the report pages
and can be printed in black and white or color.
Your customers are retiring earlier and living longer. They need your
help. Retirement planning promises to be the biggest growth opportunity
for building a thriving planning practice. Retirement Solutions can put
you in position to capture a portion of this exciting market.
Place your mouse pointer over the module titles below
and click to view descriptions.
Note: If you have any questions please call 800.831.7636 or email
here.
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