Millions of Americans will be able to contribute more money into their 403(b) retirement plan than in previous years. This is because EGTRRA increases 403(b) plan contribution limits every year through 2010. IMAGISOFT created the 403(b) MAC Software in response to the new tax law to help financial professionals help their customers take advantage of these new, increased contribution limits.
|IMAGISOFT 403(b) MAC Software will help you:|
|Increase 403(b) Contributions. Accurately calculate 403(b) plan contribution limits under EGTRRA, including age 50+ and 402(g) catch up provisions. Many can contribute $25,000 in 2010!|
|Gain Credibility. Give your customers an accurate, authoritative, easy to understand, printed report instead of a "ball park" number off the top of your head.|
|Tell A New Story. Your customers are interested in how the tax law increases their contribution limits each year. The MAC Software gives you an excellent reason to meet with your customers to discuss their new 403(b) plan contribution limit.|
|Provide Authoritative Evidence. School administrators may need proof that you have customers who are eligible to make $25,000 contributions in 2010.|
|Stay Organized. Enter and store client information into well designed, simple, input screens.|
|Save Time. Email reports to customers and administrators in Adobe's Portable Document Format (PDF).|
|Beat The Competition. A professionally prepared 403(b) Maximum Annual Contribution may be a service that you provide that your competition does not.|
|Help Customers Plan For The Future. In a hypothetical case, ImagiSOFT's MAC Calculator helps John J. Sample understand how his 403(b) limit was $19,000 in 2004, is $21,000 in 2005, and will drop back to $20,000 in 2006.|
|Cover Your Assets. The IRS has not stopped auditing 403(b) plans. A signed MAC Software report in your file is legal evidence that you explained the legal contribution limit to your customer.|
30 day money back guarantee. 403(b) MAC Software $100.00.
Company licenses of 50 or more units available.
Try before you buy! Click the image to the left to install
a fully functional 30 day trial of the MAC Software.
Requires Windows XP, 2000, ME, 98, or NT and Microsoft .NET Framework
Proposed New IRS Regulations released November 16, 2004 (does not affect 403(b) Maximum).
403(b) Outline from IRS. Good information in an outline form.
EGTRRA Regulations in a Nutshell compiled by Kristi Cook, JD, co-author of the highly recommended 403(b) and 457(b) Primer Plus.
The Retirement Planning Center has a wealth of information including links to several of our competitors.
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