TRAK Online Training Videos

Paycheck 1040 Analysis for TRAK Online


This class will explain how to use the Paycheck calculator, including the Projection and 1040 Tax Analysis modules. We will also show how to match a client’s paycheck, illustrate the effects of various qualified plan contributions on take-home pay. This class also will cover how to use the Projections module to illustrate the growth of contributions to retirement and distributions during retirement; and how to use the 1040 Tax Analysis module to find additional investment dollars for retirement.