Trust Builders, Inc.

Comparison of the Professional TRAK Series.

The Retirement Analysis Kit is available in for different versions:

TRAK-Gap Analysis: Only one calculator, Gap Analysis, illustrating retirement planning needs.

TRAK-401(k): illustration tools for the 401(k) industry, minus the Gap Analysis calculator.

TRAK-403(b): illustration tools for the 403(b) industry, minus the Gap Analysis calculator

TRAK-Deluxe: all illustration tools from all TRAK modules, plus report branding, group editing, and other features.

The grid below compares the features found in the various TRAK versions.

Features
Illustrations:
Gap Analysis¹
FERS/CSRS & FEGLI
Long Term Care
Quick Gap Analysis¹
Paycheck Analysis
Paycheck Projection Analysis
Paycheck 1040 Analysis
Accumulation/Distribution/Loan
Lump Sum Transfer
90/24 Two-Tier Transfer
72(t)
RMD
Asset Allocation/Risk Analysis
Tax Deferral Comparison
Product Comparison
Stretch IRA
Roth Comparison
Debt Minimizer
Split Annuity
Annuity/Interest Comparison
Batch Paycheck Calculator
Batch Gap Calculator
Tax Wise Distribution Strategy
Water Mark & Brand Reports
Group Editing
Import clients from other TRAK database

1 Click here for a comparison between the Quick Gap Analysis and Gap Analysis calculators.

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What TRAK users are saying

I wish more of those in financial services would use it to better assist our clients!
S. Brannon
Hartford Equity Sales Company

Thanks for the great tool. I look forward to continued work with you.
A. Vanderslice, ChFEBC
Retirement Planning Specialist

TRAK helps set me apart because it helps me act as a trusted advisor, and my clients see me that way, instead of as a product salesman.
Rick McAllister
McCallister Financial Group

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	TRAK-Gap Analysis
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