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Retirement Planning Web-based Decision Support Tools
- Roth IRA Conversion Optimizer
This state-of-the-art interactive web planning tool demonstrates the implications of converting various levels of assets from a Traditional IRA to a Roth IRA. By moving onscreen sliders, users instantaneously see the effects of different conversion assumptions to arrive at an optimal conversion strategy. There is an option to print detailed PDF reports that include inputs, analysis, results graphs, assumptions and year-by-year projections illustrating the analysis.
- Retirement Planner - Accumulation Model The RPA lets users model how they will meet their future retirement income goals.
- Retirement Planner - Distribution Model
The RPD helps users who hope to retire soon (or are retired now) to balance the level of income they require and the length of time the income can be sustained, under a range of scenarios.
- Retirement Income Analysis
The RIA provides a retirement income analysis with the right balance between ease of use and robust calculations, a maximum of advisor control at the user level, and almost unlimited flexibility and customization at the institutional level. Click on the link above to see sample screens and to request a demo.
- Stretch IRA Illustrator
The Stretch IRA Illustrator is designed for users who will not need all of their savings for their own retirement needs. By helping their beneficiaries to take distribution over their own lifetimes, they may minimize the income taxes due and keep more assets potentially growing in either a tax deferred (Traditional IRA) or tax free (Roth IRA) account.
Click on the following link to request a live demonstration
of the Roth IRA Conversion Optimizer or call Kazi Ariff at 781-647-1110.
Personalized Retirement Communications
- 401(k) e-Proposal System
The Archimedes 401(k) e-Proposal System helps sell more plans by making internal staff more productive and shortening the sales cycle.
- Personalized 401(k)Projections
The Personalized Projections illustrate the effect that increased plan contributions would have for both participants and non-participants.
Contact us today to fund out more about our customized applications or to schedule a full demonstration.