WealthTec® Suite includes a series of tools that can help you create focused planning illustrations for clients of all levels of wealth. Estate freeze planning techniques, charitable lead and remainder trusts, stretch IRAs and Roth IRA conversions can be illustrated in a quantitatively rigorous fashion. Sensitivity analyses that display the projected outcomes across a range of key planning variables are part of each illustration.

Sample Reports

• GRAT vs. IDGT Planner - estate freeze planning comparison of a GRAT and an installment sale to a grantor trust

• Roth IRA Conversion Planner - conversion of a traditional IRA to a Roth IRA in 2010 for financial planning purposes

• Roth IRA Conversion Planner - conversion of a traditional IRA to a Roth IRA in 2010 for estate planning purposes

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