Wealth2k, Inc.

Rachel Fox Apr 12 Announcements

All sites have been updated to reflect the Broker Check button per the FINRA NOTICE TO MEMBER 15-50

Rachel Fox December 1, 2015 Video Tutorials / Tutorials

The Impact of Income Taxes on a Retirement Income Distribution Plan:      

It Doesn't Have to be Complicated

Beginning December 1, 2015 the new Income Tax Report will Make Life Easier
When the industry's top solution for retirement income distribution gets even better, it's big news. Starting December 1, most registered users of The Income for Life Model will gain access to Wealth2k's innovative new income tax module. 

The income tax module focuses on the income tax rate that really matters in practice; the retiree's Effective Income Tax Rate.

You'll  have three ways to easily calculate the effective rate. And, in just seconds, you'll be able to generate a personalized Income Tax Summary report that will help you to quickly explain to clients the impact of income taxes.

Lightning-fast data input and calculation:
  1. Enter the percentage of assets the client has in qualified, non-qualified and tax-free accounts; the effective income tax rate is then calculated 
  2. If you know the amount of the client's Ordinary and Capital Gains income, access our new "look-up table" to instantly see the effective income tax rate 
  3. If you already know the client's effective tax rate, simply enter it in a field
Wealth2k designed the new income tax module to SAVE YOU TIME while presenting a realistic picture of the impact of income taxes. We've created an easy-to-present Income Tax Summary Report that is prepared every time you create The Income for Life Model Personalized Analysis.


Watch an overview on how to use it HERE

Rachel Fox August 25, 2015 Video Tutorials / Tutorials

For a video replay of the IFLM Effective Tax Rate webinar held on 8/19/15 please click HERE

Rachel Fox July 28, 2015 Announcements

Retirement income planning and the universal fiduciary debate are issues that are very much linked. Wealth2k's report addresses this assertion. You may download the Wealth2k report here. 


Rachel Fox March 11, 2015 Announcements

The Bank Insurance & Securities Association (BISA) awarded its 2015 Technology Innovation Award to The Income for Life Model®. According to BISA, “The award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation.” Said Wealth2k Founder & CEO, David Macchia, “Wealth2k is grateful for BISA’s recognition of The Income for Life Model®.  The award is a testament to the dedication of Wealth2k’s people who have developed an industry-leading retirement income solution that is both innovative and highly effective for the financial advisors who rely upon it.”


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