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| Retirement Planning Calculators |
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WMSI’s Retirement Planning Calculators make it easy for advisors to assess a client’s options and create personalized projections to facilitate retirement planning.
Our unique tools can be fully customized to meet specific requirements. Partner with us to create interactive calculators to:
- Model customized projections based on a client’s unique data
- Show the positive impact certain products can have on a client’s retirement plan
- Generate customized, easy-to-read reports for client presentations
- Expand financial planning opportunities
Tools we have created for financial advisor partners include:
- Roth IRA Conversion: Model various conversion scenarios to assess the potential impact of future tax liabilities
- 72(t): Calculate substantially equal periodic payments under IRS Section 72(t)
- Beneficiary IRA Distribution: Assist beneficiaries in calculating the amounts required to be withdrawn from a beneficiary IRA
- Net Unrealized Appreciation: Evaluate the possible tax benefits of transferring 401k – or other retirement plan investments – to a taxable account
- Required Minimum Distribution: Determine the amounts required to be withdrawn from an IRA
- Stretch IRA: Help clients stretch out their retirement account payments as long as possible
And, to ensure that tools are customized to meet your specific needs and requirements, we will work with you to review all calculator data assumptions and calculations.
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