The Stretch IRA calculator illustrates the stretching of an IRA account from a client to a spouse (optional), to the children, and to the grandchildren. The calculator graphically presents how the stretch works, with an extensive report for the client.
TRAK's Stretch IRA calculator has two basic parts:
1.The data input, which is configured on the Client Info and Account Setup tabs.
2.The calculations found on the Calculations tab.
