About
WealthTec
Suite
Planning Tools & Presentations for Professional 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
focused and comprehensive 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:
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Financial Planning |
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Asset allocation
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Integrated cash flows
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Employer stock & stock options
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Lump-sum distributions from qualified plans,
including 10-year averaging & NUA
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Roth IRA conversions
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Minimum distributions from qualified plans &
IRAs
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Deferred compensation
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Graduated income taxes & AMT
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Monte Carlo simulations
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Sophisticated modeling of living expenses
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Estate Planning |
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Integrated estate planning
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Outright gifts & ILITs
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CRATs, CRUTs, FlipCRUTs, NIMCRUTs
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CLATs, CLUTs, T-CLATs
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GRATs, GRUTs, QPRTs
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Installment sales to grantor trusts
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Private annuities and SCINs
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Estate and gift tax valuation discounts
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Generation-skipping transfer planning
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Income in respect of a decedent
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Comprehensive and focused planning flowcharts
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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
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Pinnacle
- portfolio analysis and asset allocation planning
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Cash Flow & Estate
Planner - strategic planning for closely held business owner
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Executive Summary Planner -
strategic planning case comparison
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EstatePro - integrated cash
flows and advanced estate planning for closely held business owner
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Synergy - retirement
funding gap analysis
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Synergy - Monte Carlo
simulation illustration
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EzEP -
integrated estate planning for high-net worth family
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Vs - side by side EzEP case
comparisons
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GRAT vs. IDGT Planner
- estate freeze planning comparison of a GRAT and an installment sale to
an IDGT
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Roth IRA Conversion Planner
- conversion of a traditional IRA to a Roth IRA in 2010 for financial
planning purposes
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Roth IRA Conversion Planner
- conversion of a traditional IRA to a Roth IRA in 2010 for estate
planning purposes
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Estate Planning - overview of the
estate planning process, transfer tax system and other basic concepts
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