About
WealthTec
Suite
Planning Tools & Presentations for Professional Wealth Advisors
WealthTec® Suite
is a dynamic wealth planning system that can be used
effectively in serving everyone from the mass affluent to
high-net worth and ultrahigh-net worth clients. It combines
strategic and tactical modeling tools with a series of
presentations covering estate planning, planned charitable
giving and retirement plan distribution planning. This system
is second to none in the high-end segment of the market.
WealthTec Suite's
planning tools support the following areas, scenarios and
techniques:
|
Financial Planning |
-
Asset allocation
-
Integrated cash flows
-
Employer stock & stock options
-
Lump-sum distributions of employer stock with NUA
-
Roth IRA conversions
-
RMDs from qualified plans & IRAs
-
Deferred compensation
- In
depth income tax calculations
-
Monte Carlo simulations
|
|
|
Estate Planning |
-
Integrated estate planning
-
Outright gifts & ILITs
-
Charitable lead trusts
-
Charitable remainder trusts
-
Estate freeze planning techniques
-
Estate and gift tax valuation discounts
-
Generation-skipping transfer planning
-
Income in respect of a decedent
-
Comprehensive and focused planning flowcharts
|
|
Developed by an
experienced advisor for professional advisors who serve an
upscale clientele, WealthTec Suite
produces quantitatively rigorous and detailed, but colorful,
financial and estate planning client deliverables that can
help you build your practice, while delivering timely,
cutting-edge advice.
Sample Reports
____________________________________________________________________________________________________ |
