Stretch IRA Illustration Software

TRAK's Stretch IRA calculator provides a vivid illustration for explaining to a client the impact of passing their IRA to the next generation and their grandchildren.

With clear and easy to understand graphics, the Stretch IRA calculator provides your clients a clear understanding of how a Stretch IRA works and how the decisions they make affect their legacy.

TRAK's Stretch IRA calculator illustrates the calculation in various formats, allowing the client to see what is happening over time, how each generation receives payments, and how the cash flows from generation to generation.

TRAK's Stretch IRA calculations screens show the information graphically (as shown above), in chart and grid form (see two images below).

The Stretch IRA calculator continues in the TRAK tradition of a clear, easy to understand interface--with a user interface that is modern, clutter-free and easy to understand.

TRAK Stretch IRA reports explain to your client how it works. (Click here for an example).

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