Or just simply ask them what they want their take-home paycheck to be. Let TRAK calculate the value of the retirement plan contribution. Your clients will understand and appreciate the service you provide, and, as an advisor, you will feel great.
The Paycheck Calculator takes the guess work out of the qualified plan contribution. No more fudging. Hoping the numbers work out right.
TRAK's Paycheck Calculator does exactly that. The client sees their paycheck with federal and state withholdings (and the other items that may affect their pay). Then enter the proposed change in pay. Solve for a specific take home pay, a specfic percentage of pay or dollar to the qualified plan. Instantly see what the maximum contribution your client is permitted to make. (Click here to view a sample report). |
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Simply enter your client's 1040 information and TRAK will vividly illustrate how small reductions in your client's federal withholding will provide a huge boost to their retirement savings over time. (Click here to view a sample report).
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TRAK instantly shows your clients how much retirement income they'll gain by increasing contributions to their plan --including considering: retirement age, COLA, life expectancy... and shows it in images that your client can understand.
Happy Clients... Happy Advisors
TRAK's Paycheck Calculator is used by thousands of advisors for educating their clients on what participation means, using their 1040 return as an investment, what it means at retirement, and the cost of delaying their decision. Clients understand what they are doing and increase their contribution. Advisors enjoy the satisfied clients.
But don't take our word for it— download a free demo right now. And see why so many advisors are asking us "Where have you been?" |
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