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 8 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:

• Traditional IRA
• Conversion in a single year, conversion taxes paid by a portfolio asset
• Conversion in multiple years, conversion taxes paid by a portfolio asset
• Conversion in a single year, conversion taxes paid by converted asset
• Conversion in multile years, conversion taxes paid by converted asset
• Purchase Life Insurance, Death Benefit paid to portfolio asset
• Name a CRUT as an IRA Beneficiary
• Name a CRAT as an IRA Beneficiary
• Qualified Charitable Distributions

Enhancements unique to RSL (compared to the desktop program Retirement Plan Analyzer (RPA))

• Ability to enter IRA assets for both spouses.
• Ability to enter existing Roth assets for both spouses.
• Ability to have conversions for both spouses.
• Three options for conversion amounts: Optimize on based on tax bracket, Optimize based on IRMAA bracket, or enter manual amounts.
• Ability to enter a flat state income tax rate to be used for events that trigger a tax liability.
• Create a strategy that allows for Qualified Charitable Distributions for both spouses.
• Create a strategy that implements a CRAT or CRUT to simulate the stretch.
• Simplified input schema, with a detailed and impressive PDF output.
• Customization options that allow for corporate logo, color palette, and disclaimer.