Looking for a web application that will show Roth Conversions? Check out our new web application, Retirement Strategies LIVE!, which features Roth Conversions and more! Click Here for More Details.
Brentmark’s Estate Planning Tools is a financial miracle in itself. It not only has every estate planning calculation (including state estate taxes), but there is another whole world of financial planning calculations on anything a client will ever ask you about. This incredible program impresses clients. It will make you look like a financial genius as you instantly provide your clients or prospects with tangible projections, computations and answers to every imaginable financial planning question they might have. I use this all the time with clients and they love leaving the office with the answers in their hands!
