Trust Builders, Inc.

Comparison of the Professional TRAK Series.

The Retirement Analysis Kit is available in for different versions:

TRAK-Gap Analysis: Only one calculator, Gap Analysis, illustrating retirement planning needs.

TRAK-401(k): illustration tools for the 401(k) industry, minus the Gap Analysis calculator.

TRAK-403(b): illustration tools for the 403(b) industry, minus the Gap Analysis calculator

TRAK-Deluxe: all illustration tools from all TRAK modules, plus report branding, group editing, and other features.

The grid below compares the features found in the various TRAK versions.

Features
Illustrations:
Gap Analysis¹
FERS/CSRS & FEGLI
Long Term Care
Quick Gap Analysis¹
Paycheck Analysis
Paycheck Projection Analysis
Paycheck 1040 Analysis
Accumulation/Distribution/Loan
Lump Sum Transfer
90/24 Two-Tier Transfer
72(t)
RMD
Asset Allocation/Risk Analysis
Tax Deferral Comparison
Product Comparison
Stretch IRA
Roth Comparison
Debt Minimizer
Split Annuity
Annuity/Interest Comparison
Batch Paycheck Calculator
Batch Gap Calculator
Tax Wise Distribution Strategy
Water Mark & Brand Reports
Group Editing
Import clients from other TRAK database

1 Click here for a comparison between the Quick Gap Analysis and Gap Analysis calculators.

What TRAK users are saying

I've been in financial services over 20 years and never used a better program.
S. Brannon
Hartford Equity Sales Company

I could not live without your software.
Tim Thurston
Ips Advisors, Inc.

TRAK Software has helped my clients understand that they can take control of their financial future.
John Davidson
NAIFA President