The Retirement Analysis Kit Help File

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TRAK Programs

TRAK programs are tools for illustrating to clients their various financial options. Following is a list of TRAK's programs. Click on the specific tool for more information.

Lump Sum Transfer (Rollover)

Maximum Allowable Contribution

Multi-Tier Split Annuity

Required Minimum Distribution

Roth Conversion

Strategic Social Security

Stretch IRA

Tax Deferral Comparison