NextGenNextGenNextgen IRA is the first objective analytical tool designed for
financial advisors and insurance agents to analyze IRA Wealth Transfers across multiple scenarios.
Send link to prospects or existing clients, screen share to complete together, or Advisor can complete it. Takes about 10 short minutes
Visually compare the after-tax ending wealth transfer across the IRA Max, Roth Conversion, and Traditional IRA
Adjust key input variables to deliver an objective proposal that reflects the client's financial and behavioral circumstances.
Quickly identify the year where the Strategies cross over and the probability of that occuring using life expectancy mortality table probabilities tailored to the client's age and gender.
Schedule meetings, generate underwriting documents for e-sign, and stay updated on both Client and Advisor tasks outstanding to keep the pipeline moving.
For Asset Managers seeking higher risk-adjusted portfolio returns, Compare IRR, Return on Max Drawdown and Sharpe ratios of all three strategies across time.
