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Generally, users input detailed information about a client when using the Retirement Plan Analyzer. This can be particularly useful when you plan to perform several different types of calculations and analyses for the client. However, users had indicated that they would like to have an option that guides you to provide only the information needed for a specific analysis. Therefore, we designed the Case Analyzer.
This guide will take you through the steps and data input requirement for performing these analyses. In most cases, simply following the path provided by the calculator is sufficient for providing the results of the analyses. However, as with most rules that govern retirement plans and retirement planning, there are exceptions. For instance, the software defaults to a tax-filing status of married-filing jointly with two exemptions. We will provide instructions on how you can modify the data input if necessary.
Different cases:
Roth IRA Conversion
Roth IRS Conversion with Social Security
Stretch IRA names Beneficiary
Inherited IRA
Add Insurance Death Benefits
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