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Retirement Planning Calculators and Software

  • RW2 for YOU™: Retirement Planning Software for the Retired and Soon-to-be-Retired: Enter discount code: ARC214 and get a $50 discount when making your purchase at RetirementWORKSThis software is the consumer edition of RetirementWorks® II, which is the most powerful financial planning software available anywhere for retirees and near-retirees. Until recently, RetirementWorks® II ("RW2") was available only to financial professionals. Now, with RW2 for YOU™, you can have the same kind of planning power yourself, and control your own financial destiny. For more information see the overview and a sample report of what the software will produce for you. Click here for the details. Enter discount code: ARC214 and get a $50 discount when making your purchase at RetirementWORKS
  • RetirementWorks® II ("RW2"), is a revolutionary new software that helps financial advisors and their clients determine the clients’ retirement readiness.
  • IRA Distribution Planning Software. from yyyZ Tools,yyyZ, Ltd. offers a desktop planning tool that will assist you in planning for Early (72(t) & 72(q)) Distributions, Required Minimum Distributions and Beneficiary IRA Distributions.
  • SIMPLE Illustrator® Software : Designed to be used for: Calculating, allocating, and illustrating contributions under SIMPLE IRA and 401(k) SIMPLE plans.
  • QP-SEP IllustratorTM Software : Designed to be used for: Designing retirement plans and allocating contributions under SEPs, SARSEPs, profit sharing, and money purchase pension plans for corporations, partnerships, and self-employed individuals.
  • Retirement Plan Illustration Service : Provides you with a complete computer-generated illustration for review by you and your client, showing how contributions to a retirement plan would be allocated to each owner and non-owner employee. With this information, you will be able to present a plan that will meet your client's needs and objectives

 

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