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Resources to Help Individuals ( Decision Making Tools)

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 RetirementWORKS

  • RW2 for YOU™:This 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

 

Roth Conversion Analyses

Still unable to decide whether it makes sense to choose a Roth IRA. See the following paper:

 

 

 

 

 

 

 

 

 

 

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