Our RISE, CREST, and EPIC solutions empower 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.
| Calculator Solutions | RISE | CREST | EPIC |
|---|---|---|---|
| Substantially Equal Periodic Payments (SEPPs) [72(t)] | X | X | X |
| Required Minimum Distributions | 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 |
| Roth Conversion & Comparisons | X | X | X |
| Optimized Roth Conversion with Annual Tax Calculations | X | X | |
| Inherited IRA Distributions (Pre & Post-SECURE Act) with Optimization | X | X | |
| Traditional IRA vs Roth vs Life Insurance (LI) Comparison | X | ||
| Current Family Wealth Status | X | ||
| Current Retirement & Estate Model | X | ||
| Refined Retirement & Estate Model | X | ||
| Traditional IRA vs Optimized Conversion to Roth IRA vs Roth Conversion vs LI & Gifting | X | ||
| Traditional IRA Optimization with Roth Conversion & Gifting | X | ||
| Traditional IRA vs Optimization to Roth, LI, Gifting or a Combination with LI & Gifting | X | ||
| Future Wealth Optimization Modeling | X | ||
| Pricing Per Year | $600 | $1,000 | $2,000 |
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.
Contact us at 800.766.7327 or email sails@fincw.com to learn more about our three-tiered solutions.