Want to show how different strategies stack up against a Traditional IRA RMD schedule? Look no further!
This easy-to-use web application allows for quick entry, with an impressive report.
Choose between several strategies:
- Traditional IRA
- Conversion in a single year, conversion tax paid from a taxable asset
- Conversion over several years, conversion tax paid from a taxable asset
- Conversion in a single year, conversion tax paid from converted asset
- Conversion over several years, conversion tax paid from converted asset
- Purchase Life Insurance, death benefit to taxable asset
- Name a CRUT as an IRA beneficiary
- Name a CRAT as an IRA beneficiary
- Qualified Charitable Distributions
The core of Retirement Plan Analyzer was lent to this web application, however, that’s where the similarities end.
Enhancements in Retirement Strategies LIVE (RSL), not featured in Retirement Plan Analyzer:
- Ability to enter IRA Assets for both spouses
- Ability to enter existing Roth Assets for both spouses
- Ability to have conversions for both spouses
- Three options for conversion amount for a year: a) Optimize on Tax Bracket b) Optimize on IRMAA c) Manually enter amount
- Three options for conversion amount for a year: a) Optimize on Tax Bracket b) Optimize on IRMAA c) Manually enter amount
- Ability to enter a state income tax rate to be applied to tax liabilities
- Create a strategy that uses Qualified Charitable Distributions for both spouses
- Create a strategy that creates a CRT to simulate the stretch
- Simplified input schema/li>
- Streamlined reporting/li>
- Customization options exist to use corporate logo, disclaimer, and color palette
There are many features not listed above.
Click here to explore the many input options within the program.
Click here for a sample PDF illustration.
Click here for a quick video demo.
