SAMPLE SCREEN SHOTS:
SECURE ACT STRATEGIES SAMPLE REPORTS:
- CRAT As IRA Beneficiary
- CRUT As IRA Beneficiary
- Roth Conversion and Buys Insurance – Scenario A – Roth Conversion with a 57 year old and penalty applied
- Roth Conversion and Buys Insurance – Scenario B – Roth Conversion with a 60 year old to avoid 10% penalty