Stretch IRA Software - Stretch IRA Concept

****JavaScript based drop down DHTML menu generated by NavStudio. (OpenCube Inc. - http://www.opencube.com)****

Retirees share several concerns:
1) They do not want to run out of money before they die
2) They do not want their surviving spouse to run out of money
3) They want to be remembered after they are gone
4) They want to pay less income tax

IMAGISOFT's Stretch IRA Software helps you propose a solution for these concerns.

Some 5.6 million households have a net worth over $1 million. Many of these have qualified retirement plans and do not depend on the income from these plans for their daily needs. Many of these people would like to leave something to their heirs but do not have an estate large enough to warrant creating a trust.

Thousands of Senior Market Advisors, Financial Planners, and Annuity Agents have discovered that when presented properly, the Stretch IRA Concept can generate millions of dollars in IRA Rollover business.

IMAGISOFT's Stretch IRA Software will help you:

		provide a customized PowerPoint-like presentation (see example) so you can explain how tax deferral, time, and compound interest working inside a Stretch IRA may help your customers provide a steady income stream for themselves and up to ten children or grandchildren.
		provide your clients with descriptive, easy to understand, printed reports that provide your customers details, charts, ledgers, income tax ramifications, and disclosures about the advantages and possible pitfalls of setting up a Stretch IRA. ImagiSOFT's Stretch IRA software has disclosures that cover the concerns addressed in the August 10, 2001 FINRA Investor Alert.
		display and print colorful graphs to help your customers understand the power of time, compound interest, and tax deferral.
		enter and store information for your client, his or her spouse, and up to ten children or grandchildren. Stretch IRA Software allows you to enter a different interest rate assumption for each person (see Ledger Assumptions page).
		create reports in Adobe's Portable Document Format (PDF) email to your clients or to save in your electronic compliance files.
		help your customer find a suitable Stretch IRA accumulation vehicle by including a powerful Risk Tolerance Questionaire.
		calculate your client's life expectancy by including a highly visual Life Expectancy Calculator.

		30 day money back guarantee. Price: Only $300.00 Annually. Company licenses of 50 or more units available.
		*Try before* you buy!** Click the image to the left to install a fully functional 7 day trial of the Stretch IRA Software. Requires Windows XP, 2000, ME, or 98.
	Stretch IRA Links: FINRA Investor Alert: "Stretch" IRAs - Too Much of a Stretch for You? explains six things you should cover in your Stretch IRA presentation. Ed Slott has written a superb primer for the Stretch IRA titled, Your Complete Retirement Planning Road Map. It is available on Amazon.com for about $12. Ed offers a two-day course that will teach you everything you need to know to become an IRA Expert. Motley Fool explains the The New S-t-r-e-t-c-h IRA and "why many IRA custodians are jumpin' on the s-t-r-e-t-c-h IRA bandwagon. You might want to consider jumpin' on the bandwagon yourself." MSN Money's Jeff Schnepper explains the basics of the Stretch IRA in his article, Stretch your IRA to help your grandkids. USA Today's Sandra Block explains how Some pitches for Stretch IRAs stretch truth. Her primary concern is that some advisors use an unrealistically high interest rate such as 10% to make the Stretch IRA look more attractive than may be realistically feasible. In About's Retirement Planning section, Jenny McKinney & Patrick McKinney explain the Steps to Stretch Your IRA. Topics include, What is a Stretch IRA, Is a Stretch IRA right for you?, How to set up a Stretch IRA, and the Downside of a Stretch IRA. Compliance Headquarters gives some basic rules for the Stretch IRA Many financial institutions promote the Stretch IRA including Merrill Lynch, ING, Principal, MetLife, and Van Kampen Investments . Senior Advisory Council discusses the Family Stretch IRA