Retirement Strategies LIVE
  • Retirement Strategies LIVE (Web App)
    $695.00

    ** VERSION 2024 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 impacts 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

     

     

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    Category: Retirement Planning

Description

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 a conversion amount: Optimize 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 as an IRA beneficiary to simulate a stretch.
  • Simplified input schema with a detailed and impressive PDF output
  • Customization options that allow for corporate logo, color palette, and disclaimer

Version History

Version 2024.00 (01/17/2024)

  • Updated to reflect 2024 inflation adjustments to income tax brackets and IRMAA

Version 2023.01 (10/09/2023)

  • QCD model - issue when the calculated RMD is in excess of the QCD.  The QCD was removed, but the excess RMD remained in the asset.
  • CRT as IRA Beneficiary model - The summary result for CRT Payments only considered one beneficiary

Version 2023.00 (3/19/2023)

  • Initial release

Sample Reports

Click for a sample report

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