Build a comprehensive retirement investment plan for your clients. Forecast the viability of their current strategy and utilize to build a proposal utilzing tax deferred and tax free strategies. Analyze the effects of market volatility within their plan.
Retirement Investment Model
$120.00Price
- Up to 8 client retirement investments
- Client proposal report
- Estimated taxes based on income and state of residence
- Optimize use of tax advantaged strategies
- Forecast distributions required to reach target age
- Forecast contributions required to reach target age
- Income tax analysis
- Life insurance needs analysis
- Ability to import certain life insurance company illustration
- Options to use average market returns or historical S&P 500 returns