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Article

Title: Handy Retirement Planning Tools

Author: Wolosky, Howard W Article Type: Product Analysis
Source: Practical Accountant, v39 n9 p41(3) Publication Date: Sep 2006
  ISSN: 0032-6321
URL of Publication: http://www.electronicaccountant.com

Retirement planning software is being used by practitioners to help in the analysis and presentation of information and options to their clients. Brentmark.com offers three products: Pension & Roth IRA Analyzer, Pension Distribution Planner and ISG technology. Pension & Roth IRA Analyzer calculates up to four alternatives for various types of distributions. The Pension Distributions Planner computes the required minimum distributions from qualified plans, IRAs and Roth IRAs. The ISG technology calculates the maximum balance between fixed-rate investments for income and investments in stocks. Liemberg.com/products provides the Minimum Required Distribution (MRD) Software which calculates from an individual retirement account or plan based on the Uniform Lifetime Table. Moneytree.com offers Silver Financial Planner and TOTAL Planning System, a three-report module. Retirement planning, cash flow, asset allocation and Monte Carlo analysis are covered by the Silver Financial Planner. Graphs and tables are displayed. Unger Softwares methuselah.com is an interactive wealth management tool that gives post-analysis recommendations. Analysis of retirement cash flow, IRA distributions, estate and trust planning and 72(t) or MRD analysis are provided by the advisor. Two versions of the program, Methuselah Gold and Methuselah Platinum, are available.

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Aging Retirement Planning

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