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Your clients want to protect their retirement assets from risk and market downturns but you know that those same assets need to last for their whole retirement. Balancing these two needs can be tricky but the Bucket Strategy feature in The Retirement Analysis Kit is designed to make it easy for an advisor to show their client the benefits of using income buckets as a retirement income strategy. This class will show advisors how to illustrate time-segmenting all or portions of a client's retirement savings into buckets which can be customized in many ways.
Time: 10:00 AMTRAK's Gap Analysis tool is an excellent tool for engaging federal employees! TRAK can illustrate CSRS, CSRS-Offset and FERS, along with TSP, FEGLI and Federal LTC insurance. This session will focus on how to use TRAK with federal employees, and provide them with a retirement benefit analysis.
Time: 10:00 AMThe Quick Gap Calculator can quickly illustrate a client's retirement income shortfall (gap) and the amount of additional savings needed. The training will focus on the data input, working with both defined benefit (e.g. STRS/PERS) plans and defined contribution (e.g. 401k) plans. Training will focus on accessing other accounts, understanding the calculation pages and printing. There will be time for questions and answers.
Time: 10:00 AMThis 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 effects of various qualified plan contributions on take-home pay. This class also will cover how to use the Projections module to illustrate 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. There will be time for questions and answers.
Time: 10:00 AM