| New 2008
Stretch (IRA, Annuity, Non-Qualified Annuity, 72(t) and RMD Software |
We are offering a comprehensive
Stretch IRA / Annuity Illustration Software Program for only $399
(Special Pricing for Current PenD'Calc Software Users)
that can be used to illustrate Stretch IRAs as well as both
Qualified and Non Qualified Stretch Annuities.
Tired of trying to present a 20, 30 or even 50 page stretch
illustration to your clients. Please click on the links to
review an example of the stunningly simple output
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Products - You should be using R&EPTM
Software
Because our goal is to build software that helps
you prepare presentations for your clients.
We know that formulas and worksheets are not enough.
You need to illustrate and support your recommendations with
attractive, easy-to-understand presentations. Because client
satisfaction depends on reducing complex alternatives to simple
decisions, your success in
retirement and estate planning depends on
having the right analytical and presentation software.
PenD'Calc R&EPTM
Software is designed for
For Professionals
R&EP™ software is designed to handle any
possible situation in the world of retirement and estate
planning, no matter how simple or complex. Professionals can
analyze cases ranging from one qualified account and one
beneficiary to cases involving multiple beneficiaries and
numerous qualified and non-qualified accounts. When there are
estate tax issues, professionals can compare net asset savings
between gifting and not gifting.
With all R&EP™ products, analysts can save
their input as a case. To compare different retirement
scenarios, or to explore "What if this happens?" analysts can
create multiple cases for a client that contain different
financial and life events, and retrieve these cases on demand.
Our top-of-the-line product, R&EP™
Specialist, uses multiple cases to compare estate
planning alternatives, such as giving to a life insurance trust
versus giving to a trust that manages marketable securities.
Software Designed For Your Market
Because different companies serve different client segments,
R&EP™ software is packaged in a range of products. You still get
the same quality of analysis and presentation, but you need only
purchase the capabilities needed to serve your client base.
Depending on who your clients are and what
services you provide to them, one of the many R&EP™ products
below should meet the needs of your clientele
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72(t) Software - "The best early
distribution software on the market" - Single Or Multi-Year
Presentation $199 (Ask About Group Pricing) |
| RMD Software - Single Or Multi-Year
Presentation $99 |
| Stretch Plus - IRAs, Annuities &
Non-Qualified Annuities Stretch Software (includes 72(t) &
RMD) $399 |
| ILIT Software - Demonstrates the benefit
of insurance/trust planning integrated with IRA Distribution
planning $199 |
| Advanced PenD'Calc Software -
Comprehensive Retirement, Distribution & Estate Planning
Software $899 - Includes all of the above products, plus our
most advanced software modules. |
Software
Designed for Simplicity of Use
R&EP™ software simplifies the complexity
involved in analyzing qualified dollars, with features such as:
| Menus and forms |
| Checklists to guide input |
| Previews of analysis results |
| Understandable graphs and ledgers
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| Reusable cases |
| Customizable presentations |
R&EP™ products also offer financial analysts
the ultimate in flexibility, comprehensiveness, and convenience:
| Input once, use everywhere |
| Unlimited income streams |
| Unlimited beneficiaries |
| What-if analysis and multiple case
comparisons |
Software
Designed For Client Satisfaction
No matter whether it is calculating minimum
IRA distribution or planning a retirement portfolio involving
multiple sources of income, the presentations generated by R&EP™
software are designed for client satisfaction.
| The charts and ledgers visually support
the financial advice you are providing. They help clients
feel confident about their investment choices. |
| Graphs comparing alternatives help
clients feel secure: that no stones have been left unturned
and that no surprises will pop-up down the road.
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| Ledgers showing future tax payments make
clients feel satisfied that their tax burden has been
minimized. |
The pages in every presentation are ordered
for eloquence. In fact, many professionals present their
recommendations by walking clients through the presentation page
by page. All information needed by clients is provided:
definition of terms, summaries of IRS rules, and the financial
impact of different retirement and estate planning decisions.
When they review the presentation on their own, they have all
the details at their disposal.
Copyright 2008 Clarity Software, LLC.; Sewickley, PA 15143
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