Retirement Planning Software

Retirement; the word brings about either hope or fear, depending on who you talk to. It brings hope to those who look forward to not working anymore and living a life full of free time. But this optimistic view can only happen if you know that the financial planning of your retirement is secure. However, planning one’s retirement is not an easy thing to do. There are many different factors to take into account. Trust Builders, Inc. has more than 25 years of experience helping individuals and companies deal with all aspects of retirement planning. To streamline the process Trust Builders, Inc. created The Retirement Analysis Kit or TRAK.

TRAK

The Retirement Analysis Kit is a superior retirement planning software that shifts the focus from sales to education. Our flagship product is meant to be an effective education tool so that financial advisors can clearly communicate the real financial needs of each individual client. The software is expansive in its utility and offers a multiplicity of functions to gain accurate information about a person’s or company’s current financial situation and what steps need to be taken to secure a desired future outcome.

All the necessary features you will need

The most difficult part of planning for retirement is understanding all the algorithms necessary to create an accurate assessment of a given financial situation. TRAK removes this issue by providing a user friendly alternative to financial planning. Our software has many functions:
  • Strategic social security
  • Paycheck Calculator
  • Gap Calculator
  • Split Annuity
  • Tax Wise Distribution Strategy
  • Roth Conversion
  • Pension Maximization
  • Stretch IRA
  • Participant Benchmark Report
  • Batch Processing
  • And More

Take The Guesswork out of Retirement Planning

Having a clear and concise plan for your future is a concept that only came to light recently, but is now considered to be a necessity by many. Recent market conditions and new legislation has made planning extremely difficult, confusing, and stressful. Monitoring and making adjustments can feel like taking a shot in the dark. Here are just several factors that are currently affecting your planning, for better or worse:
  • Social Security Changes (Bipartisan Budget Act of 2015): The age was changed to 70 and the “file and suspend” strategies were removed.
  • Home Equity Conversion Mortgage (HECM) programs: HECM helps homeowners better utilize home equity.
  • My RA Savings Expansion: Allows working singles and married couples who do not have a 401(k) to make contributions through payroll deductions.

How TRAK can help

Planning for the time after your career isn’t solely based on factors like the ones listed above. As you know, your clients’ debt to income ratio, family situation, age, and short- and long-term goals also will also come into play. The planning software from Trust Builders was specifically designed to bridge the gap between the two to make planning a whole lot easier. With TRAK, you will be able to clearly illustrate complex reasoning in an easy to read graph or chart. These visuals coupled with your insight and expertise will help your clients better manage their finances and reevaluate their goals if need be. You will be able to help your clients in regards to the following:
  • 401 (k)
  • 403 (b)
  • 427
  • Roth Retirement Plans
  • Thrift Savings (TSP)

TRAK makes planning for the future a breeze!

From baby boomers to generation y-ers, TRAK can help anyone at any stage in their life. We encourage you to download the free demo to see just how easy and simple TRAK is. Feel free to get in touch with us if you have any questions! We look forward to help you help your clients! If you are looking for retirement planning software to help you, your clients and prospective clients, then you have come to the right website. Download Demo Purchase TRAK