Savings Bond Toolkit
Allows you to easily organize and manage a client’s savings bond portfolio. It makes retitling bonds a simple task since it automatically fills in and prints the government’s reissue forms including Forms 1851, 1938, 5387, 1455
Allows you to easily organize and manage a client’s savings bond portfolio. It makes retitling bonds a simple task since it automatically fills in and prints the government’s reissue forms including Forms 1851, 1938, 5387, 1455
Estate Planning QuickViewv. 2009.01 was released on 3/23/09.
Charitable Financial Plannerversion 2010.00 was released on 7/19/10.
The Retirement Income Navigator
Kugler Estate Analyzer – The program handles comprehensive estate planning using a building blocks approach.
Retirement Distributions Planner. The program was previously known as the Pension Distributions Planner. The program offers exhaustive treatment of required minimum distributions and pre-59½ distributions. The program handles up to five beneficiaries either after the death of the plan owner or after the death of a spouse after a spousal rollover. Reports show annual distributions […]
Estate Planning Tools includes over 100 estate and financial planning models.
Retirement Plan Analyzer includes comprehensive Roth IRA conversion features.