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| WMSI's Calculators |
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WMSI has created an array of modeling and illustration tools for financial advisor partners to meet their client servicing needs, including:
- 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- Beneficiary IRA Distribution: Assist beneficiaries in calculating the amounts required to be withdrawn from a beneficiary IRA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- Required Minimum Distribution: Determine the amounts required to be withdrawn from an IRA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 firm’s specific needs and requirements, we will work with you to review all calculator data assumptions and calculations.
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