Required Minimum Distribution Tool This is an excellent little piece of software. I use in extensively in my practice, and it has become indispensable. We have a number of clients who need to take RMD's and many who have inherited IRA's where the RMD calculation is more difficult. The software is quite accurate, easy to use, and the printout really helps my clients to understand what needs to be distributed to them and why. It is a great tool!

outstanding software always a pleasure to use this report to prospective new clients.

exactly what i was looking for exactly what i was looking for. the software was a tremendous help in fulfilling a clients need.

Social Security Maximinization I have used the SS income software for a couple of years now, and have found it a very useful tool to help my clients and prospects learn just how important it is to know their options of when and how to file for their Social Security benefits. The software is easy to use and Michael has been great with helping answer questions which come up from time to time. Everyone in our field needs to have this tool available for their clients and empower them increase their retirement income.

If your clients dislike taxes on their IRA's. Read this! Most owners know they must pay taxes on their IRA beginning around age 70. But ask them if the know that income taxes need to be paid after their death (single person) or after the last spouse's death (a couple) and you get all kind of responses. Most of which are "I did not know that taxes are due." Here is away to show parents that upon their death they can have the option of letting their kids take "lump sum" or to choose when to have the income tax occur. I just started using ImagiSoft in Dec 2014 and in January I closed a new prospect (husband and wife) into clients for premium of $937.000. The payout to parents and kids.........is 4 times as much..........$3,639,768.00. Talk to Michael.