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Helping Advisors prepare their clients for retirement since 1986.

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Federal
Calculating Federal Deposit and Redeposit Service

Calculating Federal Deposit and Redeposit Service

One of the purposes of The Retirement Analysis Kit (TRAK) and TRAK-Online software is to reduce the complexity of financial planning – a solution to help advisors with the many complex calculations and illustrations while producing results that clients can easily understand. Nowhere is this more helpful than working with pension plans, which bring their complications.

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Retiring Federal Clients May be Eligible for Additional Income

Retiring Federal Clients May be Eligible for Additional Income

I was surprised that a benefit that provides supplementary income wasn’t better known. On the advisor side, we have found that many advisors do know about the Special Retirement Supplement but that there is less understanding generally about the eligibility requirements and the general details of the supplement. Let’s take a look at some of these basic details.

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