“While there are good strategies to transfer wealth, advisors struggle to communicate them clearly. Our Stretch IRA calculator helps advisors by illustrating these concepts in clear, visual ways.”
DALLAS, Ore. (PRWEB) April 03, 2018
Retirement planning software developer RetireReady Solutions® today announced the release of the Stretch IRA calculator for its popular TRAK-Online advisor portal. The new calculator helps advisors educate their clients on wealth transfer scenarios.
“Many people, after years of hard work, are seeking efficient and beneficial ways to pass on their wealth to the next generation,” says Edward Dressel, President of RetireReady Solutions. “While there are good strategies to transfer wealth, advisors struggle to communicate them clearly. Our Stretch IRA calculator helps advisors by illustrating these concepts in clear, visual ways.”
The Stretch IRA calculator has been a staple of The Retirement Analysis Kit (TRAK) Windows-based software for many years, but today’s release makes it available to subscribers of TRAK-Online, the cloud-based version of the software.
“We’re proud to provide advisors with solutions that make a difference in the financial futures of American families,” adds Dressel, “and we’re pleased to make this wonderful educational tool available to our online subscribers.”
The Stretch IRA calculator is a value-added feature of TRAK-Online, where it complements the powerful Gap Analysis, innovative Paycheck calculator, and other tools.
Advisors can learn about RetireReady’s retirement planning solutions at RetireReady.com/solutions.
RetireReady Solutions (formerly Trust Builders, Inc.) helps advisors build trust with their clients. Founded in 1986 as a retirement investment firm for teachers and other public employees, RetireReady Solutions specializes in retirement modeling, analysis and illustration software for 401(k), 403(b) and federal retirement plan advisors, agents, and brokers. RetireReady Solutions is committed to continuously improving its software and to supporting plan advisors with world-class training and support. For more information, visit RetireReady.com.