This tutorial provides an introduction and overview of The Retirement Analysis Kit (TRAK) software.

This training video will walk you through creating new client files, modifying client files, loading client files, and deleting client files in TRAK.

This training video will teach you how to more efficiently navigate TRAK software using the new Ribbon Bar feature.

This training video will quickly show you how to use the new printing features of TRAK.

This video will teach you how to backup and restore a database in the TRAK software.

This 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.

This 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.

TRAK’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.

The Quick Gap Calculator will quickly illustrate a client’s retirement income shortfall (gap) and the amount of additional savings needed. Quick Gap training will include the data input, working with both defined contribution (e.g. 401k) and defined benefit (e.g. STRS/PERS) plans, accessing other accounts and understanding the calculation pages.

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.

The Tax Wise Distribution Strategy helps your client extend the length of their income in retirement by reducing the taxes paid during retirement.

In Gap Analysis with Tax Wise Strategy selected you can now adjust future tax rate increases within the Scenario Editor. Check out how this works in the short tutorial.

Demonstration of TRAK’s Pension Maximization features.

Feature video highlighting the ability to convert allowances of a pre 2020 W-4 to deductions in the new 2020 W-4.

Debt Analyzer is a helpful tool that illustrates the moving of debt from various high-interest loans (like credit cards) to a client’s qualified plan (like a 401(k) or 403(b) that has the loan option. It shows the client the advantages of borrowing against their qualified plan. Then it gives Clear instructions on how the client should proceed.