Presentations

[Kathleen Reynolds]

#4298

Presentations are reports designed to be given to the client. They mix text reports with graphics and flowcharts to help you present the concepts you are working with.

There are several presentations available:

• 2011 Minimum Distribution: This one-page report is suitable for reporting the minimum distribution requirement to your client. It does not include any growth rate, but simply illustrates the required minimum distribution for the dated entered in the first year of the analysis.
• 2011 Minimum Distribution with Graph: This one-page report simply adds a pie chart to the Minimum Distribution report. Unless you have a color printer, the pie chart probably will not look very good. If you do have a color printer, however, it jazzes up the report nicely.
• Asset Analysis: This one-page (per alternative) report gives you a quick, graphical picture of what is happening to the clients’ assets over the life of the analysis. It ends with a summary of the calculation of Net to Family in the year of the second death of the owner and spouse.
• Asset Analysis, Including Stretch to Heirs: This is the same as the Asset Analysis, but it also includes the value to the heirs of stretching out the distributions from the Retirement Accounts.
• Asset Comparison: The comparison is perfect when you have run a few different alternatives and you want to illustrate to the client which one ends up with the highest asset balance at the second death.
• Asset Comparison, Including Stretch to Heirs: This presentation compares the asset values and the amounts the heirs will get, assuming they take full advantage of deferring their distributions from the Retirement Accounts.
• Inputs Report: Unlike the other presentations, this text report is not intended for clients, but is rather a hard copy of all the values you entered into the program.
• Net Distributions: This one-page (per alternative) presentation illustrates who gets the most benefit from the Retirement Accounts. It combines a colorful bar graph with a flowchart to show how the net distributions taken out of the Retirement Accounts by each person.
• Net Distributions Comparison: The comparison version of the Net Distributions presentation, this report is great when you want to analyze which alternative provides the largest net distribution.
• Optimum One Year Roth Conversion: This presentation is a printed version of the Roth IRA Conversion Optimizer (found on the Quick Calcs menu). It illustrates the optimum amount to convert in a single year.
• Pre-59½ Distribution: The Pre-59½-Distribution report is a one-page report showing the required distribution for the client. This report is based entirely on the values entered on the Pre-59½ Distributions window (accessed by clicking Pre-59½ Distributions on the Quick Calcs menu).
• Pre-59½ Distribution Options: Use this report when you want to illustrate a comparison of the three different pre-59½ distribution methods. This report is based entirely on the values entered on the Pre-59½ Distributions window (accessed by clicking Pre-59½ Distributions on the Quick Calcs menu).
• Pre-59½ Distributions Analysis: This text report projects the balance of the fund, showing the pre-59½ distributions coming out each year. This report is based entirely on the values entered on the Pre-59½ Distributions window (accessed by clicking Pre-59½ Distributions on the Quick Calcs menu).
• Estate Diagnostic: This report is specific to the death years entered for both spouses – it shows only those years, and the report includes details such as the Available Federal Exclusion and Deceased Spouse Unused Exclusion.

If you need help selecting between the Net Distributions and the Asset Analysis, take a look at this discussion of how to analyze a Roth IRA Conversion.

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