Sophisticated Planning Tools
Use our three-tiered IRA planning software, Break Analytics, to create individualized, detailed, and informative illustrations. We use sophisticated algorithms to precisely index IRA net present value, adjust federal tax rates, illustrate the impact of income-related monthly adjusted amount (IRMAA) fees, and calculate Social Security income—ensuring effective retirement wealth strategies while mitigating tax burdens.
Maximize Client Retention and Increase Prospecting Power
Transform uncertainty into confidence with expert IRA and Inherited IRA distribution planning. Our accuracy-driven retirement software solution, Break Analytics, delivers clear, simple, reliable, and consistent outcomes— empowering you to master the Great Wealth Transfer and convert prospects into loyal clients.