Getting Started
Working with Client Files
Conventions
Bug Reports
Registering TRAK
Requesting a New Feature
User Interface Configuration
New Features in TRAK
TRAK Programs
72(t )- Pre 59 1/2 Qualified Plan Distributions
72(t) Input
Annuity Comparison Calculator
Asset Allocation
Portfolios
Batch Processing
Batch Paycheck Reporting
Report Layout Editor
Paycheck Tab
Projections Tab
Cost to Wait Tab
Payout Tab
Batch Gap Reporting
Report Layout Editor
Settings Tab
Social Security Tab
Roth Account Tab
Defined Benefit Account Tab
Chart Options Tab
Funding Threshhold
Frequently Asked Questions
Calculating Social Security
Importing Data
College Fuding
Data Entry: Assumptions
Data Entry: Students
Calculations
Database Program
Filtering the Client List
Simple Example
Advanced Example
Printing Reports
Exporting Data
Debt Analyzer
Data Input
Entering Outstanding Debts
Calculations
Gap Analysis
Data Input Tabs
Setup Tab
Taxation
Client and Spouse Tabs
Client and Spouse Retirement Plan tabs
Defined Contribution Plans
Defined Benefit Plans
FERS and CSRS Plans
Client (or Spouse) TSP tab
TSP Historical Data
Other Accounts
Savings Accounts
Known Income Accounts
Lump Sum Accounts
Retirement Income Tab
Calculations Tab
Overview
DB Plans
DC Plans
Retirement Years
Savings Solutions
General Values
Average Values
Accounts at Retirement
FEGLI
DB Buyback Comparison
Pension Max
Account Accumulation
Federal LTC Insurance
Payout Methods
Frequently Asked Questions
Understanding the Side Fund
Why is the Side Fund used?
Working with No Retirement Plan
Illustrate a Catastrophic Health Event
Controlling Distributions
Calculating Social Security
Tax Wise Distribution Strategy
Interest Calculator
Future Value Calculation
Future Value Examples
Lump Sum Required
Deposit Required to Accumulate a Specific Amount
Rate of Return Required
Rate of Return Earned
Number of Years to Accumulate Balance
Future Value of a Lump Sum Deposit
Future Value of Level Deposits
Future Value of Increasing Deposits
Future Value of Increasing Deposits With a Break in Deposits
Account Distributions and Loans
Distribution Examples
How long will the money last?
Retirement Income Increasing by Inflation
Distribution Illustration Payouts
Loan Examples
Loan Value
Mortgage Acceleration
401(k)/TSA 5 Year Loan Repayment
Editing Data in the Grid
"Full Page" Option
Life Insurance
Lump Sum Transfer
Data Input
Lump Sum Calculations
Examples
5% Surrender Fee
Premium Bonus
MAC Calculator
Client Information
Retirement System
Breaks in Service
402(g) Limit
Current Contributions
Calculations
Multi-Tier Split Annuity
Data Entry
Configuration
Calculations
Paycheck Calculator
Paycheck Overview
Data Input
Summer Pay
Calculations
Solving for Withholding Taxes
Other Features
Solve-It Button
View Charts
Reset Calculations
Overriding FICA and Medicare Rates
Paycheck "How To's"
Approach the Sale
Show the Effect of a Raise
Reduce Take Home Pay
Redirect After-Tax Deductions to a 401(k)/TSA
Redirect After-Tax Deductions to a Sec 125 Plan
Show a Specific 401(k)/TSA Deposit
Changing Withholding Tax Table Year
Changing the Plan Type Names
Setup Employer Matching
Create a Spouse's Check
Change FICA Rate in Paycheck
Projections
Data Input
Calculations Tab
Account Value Chart
Accumulation vs. Distribution Chart
Accumulations - Cost to Wait
Federal 1040
Data Input
1040 Calculation Screen
1040 Common Questions
Employer File Editor
Visible Fields Tab
Taxation Tab
Retirement Plans Tab
Miscellaneous Tab
Summer Pay
Common Questions
How to Use "Quick Max"
How to Hide the "Quick Max" Column
Understanding "Quick Max"
How to use "Quick Max"
Matching Federal and State Withholding Taxes
Product Comparison Calculator
Data Input
Calcuations
Quick Gap Analysis
Overview
Data Entry
Client (and Spouse) Data Input
Calculating Social Security
Breaks in Service
Defined Contribution Retirement Plans
Defined Benefit Retirement Plans
Other Accounts
Retirement Investments
Known Income Accounts
Lump Sum Accounts
Calculations Screens
Overview
DB Plans
DC Plans
Retirement Years
Savings Solutions
General Values
Average Values
Accounts at Retirement
Pension Maximization
Data Entry
Understanding the Side Fund
Overview of Various Options
Cash Flow Analysis
Chart
Grid
Life Insurance Values
Account Accumulation
Analysis
Payout Methods
Frequently Asked Questions
Understanding the Side Fund
Understanding why the Side Fund is Used
Working with No Retirement Plan
Controlling Distributions
Calculating Social Security
Understanding cash flow
Rate of Return
Required Minimum Distributions
Data Input
Calculations
Roth Analyzer
Understanding the Advantages of Roth
Data Input
Ongoing Deposits Data Input
Rollover Data Input
Examples for Ongoing Deposits
Examples of Roth Rollover
Roth Conversion
Data
Roth Conversion Calculations
Roth Conversion Graphcs
Roth Conversion Numbers
Roth Conversion Story Board
Roth Conversion FAQs
Split Annuity
Data Input
Calculation Tabs
Overview
Details
Non-Qualified Comparison
Stretch IRA
Data Input
Calculations
Overview Chart
Grid Overview
Flow Chart
Account Distribution
Account Values vs. Distribution
Tax Deferral
TRAK's Menu
File Menu
Print Archives
Print
E-mailing Reports to a Client
Configure Report
Custom Printer Configuration
Backup & Restore
Backup to File
Restore from File
Backup to Internet
Restore from Internet
File Import
Import Clients
Import Wizard
Welcome
File Type
File Name
Text File Settings
Data Formats
Employer File
Column Settings
Field Associations
Data Conversion
Default Values
Preview Data
Group Name
Import Action
Data Merge Config
Finshed
Import Terminology
Common Questions
Fields to Import
Editing Client Data
Merging Data
Excel Template
Import from TRAK Database
Database to Load From
Client List
Employer Files
Group Data
Import Data
Client
Load
Delete
New
Quick Note
Group Editing
Programs Menu
Quick Tool Menu
Setup
Annuity Product Editor
Split Annuity Product Editor
Custom Retirement Plans
Contribution Limits
Employer Contributions
Roth Account
Account Configuration
System
Agent
Batch Processes
Config
Output Directory
Printing
Charts
College Types
Custom Fields
Database
Default Values
Employer
Gap Analysis
Calculator
Pension Max
Rename Plans
Retirement Income Models
Retirement Plans
Retirement Tax Tables
Look and Feel
MAC
Multi-Tier Split Annuity
Paycheck
Printing
Branding
Config
Cover Disclaimer
System
Word Lists
Database Encryption
Encrypted Data
Configuration Wizard
Tools Menu
Commmon Questions
Transfer Client Data to a New Computer
Reload the Software after a Hard Drive Crash or Virus
Configuring Toolbars
Brand Reports
Request New Features in TRAK
Export Client Data
Using a Database Server
Copy client data
TRAK runs slow
How does TRAK calculate Social Security?

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