News
New Release 12.1.6
Federal Income & Estate Taxes
Quickview
Our Best Selling...
Stretch IRA Software ($399)
Current Specials
We are offering a comprehensive Stretch IRA / Stretch Annuity, 72(t) and Roth Conversion Illustration Software Program for only $549 (Special Pricing for Current PenD'Calc Software Users) that can be used to illustrate Stretch IRAs as well as both Qualified and Non Qualified Stretch Annuities, Roth IRAs and comparative illustrations of Traditional vs. Roth IRAs.
We simplify the complex!
Tired of trying to present a 20, 30 or even 50 page stretch illustration to your clients. Please check click on our presentations tab to review our stunningly simple output ...
Products for all markets
Having trouble finding the right product for you? Please click on our products tab to review the different software buddles we offer.
Questions?
Please call with any questions or to discuss some of our more comprehensive Roth Conversion Analysis Features! 1.800.766.7327
(Ask for Vince)
New Release 12.1.6
Federal Income & Estate Taxes
Quickview
Our Best Selling...
Stretch IRA Software ($399)
Current Specials
We are offering a comprehensive Stretch IRA / Stretch Annuity, 72(t) and Roth Conversion Illustration Software Program for only $549 (Special Pricing for Current PenD'Calc Software Users) that can be used to illustrate Stretch IRAs as well as both Qualified and Non Qualified Stretch Annuities, Roth IRAs and comparative illustrations of Traditional vs. Roth IRAs.
We simplify the complex!
Tired of trying to present a 20, 30 or even 50 page stretch illustration to your clients. Please check click on our presentations tab to review our stunningly simple output ...
Products for all markets
Having trouble finding the right product for you? Please click on our products tab to review the different software buddles we offer.
Questions?
Please call with any questions or to discuss some of our more comprehensive Roth Conversion Analysis Features! 1.800.766.7327
(Ask for Vince)
Products
Our goal is to build software that helps you prepare presentations for your clients.
We know that formulas and worksheets are not enough. Our software is designed to illustrate and support your recommendations with attractive, easy-to-understand presentations. Because client satisfaction depends on reducing complex alternatives to simple decisions, your success in retirement and estate planning depends on having the right analytical and presentation software.
PenD'Calc R&EP™ Software is designed for professionals, and can be tailored for any specialized market. Our software provides a user-friendly interface while also generating output that every client can understand.
For Professionals
R&EP™ software is designed to handle any possible situation in the world of retirement and estate planning, no matter how simple or complex. Professionals can analyze cases ranging from one qualified account and one beneficiary to cases involving multiple beneficiaries and numerous qualified and non-qualified accounts. When there are estate tax issues, professionals can compare net asset savings between gifting and not gifting.
With all R&EP™ products, analysts can save their input as a case. To compare different retirement scenarios, or to explore "What if this happens?" analysts can create multiple cases for a client that contain different financial and life events, and retrieve these cases on demand. Our top-of-the-line product, R&EP™ Specialist, uses multiple cases to compare estate planning alternatives, such as giving to a life insurance trust versus giving to a trust that manages marketable securities.
Software Designed For Your Market
Because different companies serve different client segments, R&EP™ software is packaged in a range of products. You still get the same quality of analysis and presentation, but you need only purchase the capabilities needed to serve your client base.
Depending on who your clients are and what services you provide to them, one of the many R&EP™ products below should meet the needs of your clientele:
Software Designed for Simplicity of Use
R&EP™ software simplifies the complexity involved in analyzing qualified dollars, with features such as:
Menus and forms
Checklists to guide input
Previews of analysis results
Understandable graphs and ledgers
Reusable cases
Customizable presentations
R&EP™ products also offer financial analysts the ultimate in flexibility, comprehensiveness, and convenience:
Input once, use everywhere
Unlimited income streams
Unlimited beneficiaries
What-if analysis and multiple case comparisons
Software Designed for Client Satisfaction
No matter whether it is calculating minimum IRA distribution or planning a retirement portfolio involving multiple sources of income, the presentations generated by R&EP™ software are designed for client satisfaction.
The charts and ledgers visually support the financial advice you are providing. They help clients feel confident about their investment choices.
Graphs comparing alternatives help clients feel secure: that no stones have been left unturned and that no surprises will pop-up down the road.
Ledgers showing future tax payments make clients feel satisfied that their tax burden has been minimized.
The pages in every presentation are ordered for eloquence. In fact, many professionals present their recommendations by walking clients through the presentation page by page. All information needed by clients is provided: definition of terms, summaries of IRS rules, and the financial impact of different retirement and estate planning decisions. When they review the presentation on their own, they have all the details at their disposal.
Our goal is to build software that helps you prepare presentations for your clients.
We know that formulas and worksheets are not enough. Our software is designed to illustrate and support your recommendations with attractive, easy-to-understand presentations. Because client satisfaction depends on reducing complex alternatives to simple decisions, your success in retirement and estate planning depends on having the right analytical and presentation software.
PenD'Calc R&EP™ Software is designed for professionals, and can be tailored for any specialized market. Our software provides a user-friendly interface while also generating output that every client can understand.
For Professionals
R&EP™ software is designed to handle any possible situation in the world of retirement and estate planning, no matter how simple or complex. Professionals can analyze cases ranging from one qualified account and one beneficiary to cases involving multiple beneficiaries and numerous qualified and non-qualified accounts. When there are estate tax issues, professionals can compare net asset savings between gifting and not gifting.
With all R&EP™ products, analysts can save their input as a case. To compare different retirement scenarios, or to explore "What if this happens?" analysts can create multiple cases for a client that contain different financial and life events, and retrieve these cases on demand. Our top-of-the-line product, R&EP™ Specialist, uses multiple cases to compare estate planning alternatives, such as giving to a life insurance trust versus giving to a trust that manages marketable securities.
Software Designed For Your Market
Because different companies serve different client segments, R&EP™ software is packaged in a range of products. You still get the same quality of analysis and presentation, but you need only purchase the capabilities needed to serve your client base.
Depending on who your clients are and what services you provide to them, one of the many R&EP™ products below should meet the needs of your clientele:
- 72(t) Software - "The best early distribution software on the market" - Single Or Multi-Year Presentation $149 (Ask About Group Pricing)
- RMD Software - Single Or Multi-Year Presentation $49
- Stretch IRA & Roth Conversion Software- IRAs, Annuities & Non-Qualified Annuities Stretch Software, 72(t) & Basic Roth Conversion Software $549
- Advanced Stretch IRA & Roth Conversion Software - IRAs, Annuities & Non-Qualified Annuities Stretch Software, 72(t) & Basic Roth Conversion Software $749
- Advanced PenD'Calc Software - Comprehensive Retirement, Distribution & Estate Planning Software $1299 - Includes all of the above products, plus our most advanced software modules.
Software Designed for Simplicity of Use
R&EP™ software simplifies the complexity involved in analyzing qualified dollars, with features such as:
Menus and forms
Checklists to guide input
Previews of analysis results
Understandable graphs and ledgers
Reusable cases
Customizable presentations
R&EP™ products also offer financial analysts the ultimate in flexibility, comprehensiveness, and convenience:
Input once, use everywhere
Unlimited income streams
Unlimited beneficiaries
What-if analysis and multiple case comparisons
Software Designed for Client Satisfaction
No matter whether it is calculating minimum IRA distribution or planning a retirement portfolio involving multiple sources of income, the presentations generated by R&EP™ software are designed for client satisfaction.
The charts and ledgers visually support the financial advice you are providing. They help clients feel confident about their investment choices.
Graphs comparing alternatives help clients feel secure: that no stones have been left unturned and that no surprises will pop-up down the road.
Ledgers showing future tax payments make clients feel satisfied that their tax burden has been minimized.
The pages in every presentation are ordered for eloquence. In fact, many professionals present their recommendations by walking clients through the presentation page by page. All information needed by clients is provided: definition of terms, summaries of IRS rules, and the financial impact of different retirement and estate planning decisions. When they review the presentation on their own, they have all the details at their disposal.