Stretch IRA Calculator
Leaving a legacy? TRAK’s Stretch IRA calculator allows you to quickly create Stretch IRA illustrations for clients and their children. Cash flow can be viewed graphically, annually by individual, by generation and summarily.
The Stretch IRA calculator can cover any number of beneficiaries, illustrating cash flow from the client to the spouse (optional), children and grandchildren (optional). Quickly view the projected distributions for each individual and each generation, along with the remaining cash balance over a specified time period. Now you can show what a legacy really looks like.