CRM
Qualified Plan Concepts
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Seven of the most effective uses of 401(k) and IRA distributions.
Each is a standalone client presentation. Choose where to begin.
How to Take Distributions
Tax impact of lump sum, systematic, and annuitization side by side.
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Effective Use of Distributions
Optimal withdrawal sequence: taxable, tax-deferred, tax-free.
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Roth Conversion: During Life
Year-by-year conversions and lifetime tax savings.
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Roth Conversion: At Death
Protect heirs from the SECURE Act 10-year rule.
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Multi-Generational IRA Planning
Maximize wealth across generations with the right designations.
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RMD Planner + IRMAA Awareness
Project RMDs and flag Medicare surcharge years.
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MOST REQUESTED
Qualified Wealth Transfer: IRA to Life Insurance
More legacy value after the SECURE Act.
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Custom
Combine modules in a custom flow