This is a powerful, flexible planning module that can be used for segmented or focused planning, as well as comprehensive planning. Its modular design allows you to produce detailed, quantitatively rigorous illustrations (for on-the-margin planning) without a significant amount of data entry. Its sensitivity analyses let you see quickly the impact of key assumptions on the hypothetical outcomes of adopting certain planning techniques. Its comprehensive modeling tool handles sophisticated planning situations with aplomb.

Highest & Best Use

WEALTHMASTER is best utilized for modeling individual planning techniques and scenarios for high-net worth and ultrahigh-net worth individuals. By enabling you to focus closely on specific planning techniques this module can significantly improve your understanding of the economics of financial, estate and charitable planning.

In addition to possessing dozens of focused planning models, this module's Cash Flow & Estate Planner remains the comprehensive planning tool of choice for hundreds of veteran WealthTec® Suite users.

Sample Reports

• Cash Flow & Estate Planner - strategic planning for closely held business owner

• Executive Summary Planner - strategic planning case comparison

• Portfolio Simulation Planner - Monte Carlo simulation illustration

• CRUT WRT Planner - combines a standard CRUT with a wealth replacement trust or ILIT

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

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

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