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The Strategic Social Security Calculator shows the best alternatives for planning a client and their spouse's options for starting their Social Security. The class will cover the data entry, selecting scenarios, and then comparing scenarios for the best options. We will also go over how to integrate Social Security with a retirement needs analysis in TRAK's Quick Gap or Gap Analysis Calculators. There will be a time for questions and answers.
Time: 10:00 AMThe Batch Processing class will cover all aspects of the Batch Paycheck and Batch Gap illustration tools, including importing client data, setting up a new employer file, and creating reports for each employee in a group. There will also be time allowed for your questions.
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 AMThis session will focus on the Data Entry tab pages of the Gap Analysis Calculator. This will include: setting up the client and spouse, working with the various types of retirement plans (public pension systems, including state and federal, and defined contribution systems, including generic and custom). The class will also discuss working with additional accounts, and using the retirement income models. There will be time for questions and answers.
Time: 10:00 AMThis class will cover the Gap Analysis' calculations pages found in "Calculation" tabs in TRAK, and working with various retirement scenarios. The printing options will also be covered. There will be a time for questions and answers.
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