We know how long it takes researching crucial IRA information and searching the web for essential tables and devices to analyze retirement plan calculations. We make it easier with this one-stop home for all essential IRA resources, including important software programs, key informational websites and publications and documents important to have on-hand at a moments notice.
The Retirement Plan Analyzer is one of Brentmark's best selling products. Previously known as the Pension & Roth IRA Analyzer, the program may be used to evaluate various strategies of taking distributions from traditional IRAs, Roth IRAs, Roth 401(k)s and other qualified retirement plans.
PenD'Calc by Clarity Software is a scalable integrated retirement distribution and estate planning software system, which focuses on modeling the singular and/or combined impact of various planning options unique to qualified dollar assets on retirement income, estate taxes, and beneficiary income streams.
NumberCruncher by Leimberg & LeClair, Inc. is Steve Leimberg's authoritative estate planning decision-maker and "electronic survival tool". It is the essential "instant answers" solution for estate, business, and financial planners. This intuitively easy-to-use tool requires practically no learning curve. New users will be astounded by how quickly NumberCruncher can be mastered, how many creative tasks it performs, and how amazingly fast you have your answers.
Recommended Websites for You to Check Out... Some Even Have FREE Services for you to take advantage of!
Appleby Consulting’s Cheat Sheets are quick reference guides, which contain information on select retirement plans topics. These user-friendly reference guides are available in laminated hard-copy format, which allows for frequent use while preventing wear and tear, and downloadable non-printable PDF format.
Most states over the last few years have enacted significant changes in the state trust laws regarding the definition of accounting income and principal. For the most part, these laws and rules apply to existing trusts and newly formed trusts. These state laws have a dramatic effect on the rights of trust beneficiaries as well as the rights and liabilities of trustees.
Each month, Ed Slott's IRA Advisor will deliver money-saving tax strategies and answers to your toughest IRA questions. Ed Slott's IRA Advisor also features a section called "War Stories," which are some of the financial horror stories I hear on a daily basis. This is an opportunity for you to benefit from the unfortunate experiences of others.
Ed Slott and Company's FREE IRA Updates feature the important breaking news in the IRA world. Whether an important tax law was just passed or a revenue ruling was handed down, YOU will be the first to know by signing up for these FREE e-mail updates. In addition, you will receive a monthly newsletter via email to keep you abreast of IRA headlines!
Leimberg Information Services (LISI) is a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts.
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