• Pinnacle - portfolio analysis and asset allocation planning
• Cash Flow & Estate Planner - strategic planning for closely held business owner and corporate executive
• Executive Summary Planner - strategic planning case comparison
• EstatePro - advanced estate planning for closely held business owner
• DesignPro - estate planning scenario comparisons
• Synergy - retirement cash flow illustration
• Synergy - life insurance needs analysis
• Synergy - Monte Carlo simulation illustration
• GRAT vs. IDGT Planner - estate freeze comparison of a GRAT and an installment sale to a grantor trust
• Roth IRA Conversion Planner - conversion of a traditional IRA to a Roth IRA for financial planning purposes
• Roth IRA Conversion Planner - conversion of a traditional IRA to a Roth IRA for estate planning purposes
• Estate Planning - overview of the estate planning process, transfer tax system and other basic concepts
• Charitable Remainder Annuity Trust - overview of a CRAT
WealthTec Suite exporting
The sample reports were created by WealthTec using the program's flexible exporting feature. By exporting your final reports to Excel® you have the ability to customize the program's output before creating PDF files for your client deliverables. Alternatively, you can export the program's output directly to PDF files.
Howard L. Eisenberg, CPA/PFS, CFP®, CGMA, ChFC®
Tel: (301) 725-1437
Fax: (301) 725-1593
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