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:
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.
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.