NEW for 2023!!!! 

** VERSION 2023 IS NOW AVAILABLE!  **

** §1.401(a)(9) TABLE UPDATED FOR 2022+   |   ** SECURE ACT UPDATES INCLUDED!  **

Retirement Strategies LIVE (RSL) is a web application that will show how a traditional IRA will project through the course of the lifetime of the owner(s) and beneficiaries.  The application also includes 9 strategies that let you compare side-by-side impact on projections.  This easy-to-use web application allows for quick entry and an impressive PDF output.

Choose between several strategies:

1. Traditional IRA

2. Conversion in a single year, conversion taxes paid by a portfolio asset

3. Conversion in multiple years, conversion taxes paid by a portfolio asset

4. Conversion in a single year, conversion taxes paid by converted asset

5. Conversion in multiple years, conversion taxes paid by converted asset

6. Purchase Life Insurance, Death Benefit paid to portfolio asset

7. Name a CRUT as an IRA Beneficiary

8. Name a CRAT as an IRA Beneficiary

9. Qualified Charitable Distributions