Pricing

Our multi-tier solution empowers advisors with retirement tax strategies, IRA insights, and estate planning tools—all tailored to maximize wealth. Explore our calculator pricing options below. Need bulk licensing? Contact us for exclusive discounts.

RISE

$600 / Year

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Easy-to-navigate interface

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Simple client illustrations

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Inherited IRA Distribution Smoothing™

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Gross distribution projections

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Year-by-year entry for account activity & assumptions

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Legacy planning tools

CREST

$1,000 / Year

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Everything included in RISE

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Net income tax calculations for distributions

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Inflation assumptions for IRS, Social Security, IRMAA, and real-world rates

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Optimized Roth Conversions with annual tax impact modeling

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Integrated QCD analysis for tax-smart giving

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Inherited IRA optimization

Calculator Modules	RISE	CREST	EPIC
Required Minimum Distributions (RMDs)	X	X	X
Extended (Stretch) Traditional IRA	X	X	X
Extended (Stretch) Roth IRA	X	X	X
Inherited IRA Distributions (Pre & Post-SECURE Act)	X	X	X
Inherited Roth IRA Distributions (Pre & Post-SECURE Act)	X	X	X
Substantially Equal Periodic Payments (SEPPs) [72(t)]	X
Gross Distribution Projections	X
Flexible Roth Conversion Methods Offering Tailored Strategies	X	X	X
Inherited IRA Distribution Smoothing™	X	X	X
Annual Net Income Tax Calculation Projections		X	X
Net Distribution Projections & Spending Needs		X	X
Precise Course™ Distributions		X	X
Current Family Wealth Status			X
Current Retirement & Estate Model			X
Future Wealth Modeling			X
Refined Retirement & Estate Model			X
Pricing Per Year	$600	$1,000	Coming 2026

Purchase CREST and RISE is included. Purchase EPIC and RISE and CREST are included.

Are you purchasing 20 or more licenses? Please call 800.766.7327 or email sails@fincw.com to receive specialized discount pricing.