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Wednesday, February 22, 2012
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| Compare your IRA options... |
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FLX IRA Analyst
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 The FLX IRA Analyst is designed to give clients a basic overview of their IRA investment plan options. Comparison graphs and notes displaying future outcomes of accounts such as ROTH IRA's, traditional IRA's and taxable savings while assessing feasible financial investment solutions.
It is never too late for your clients to plan or improve their financial retirement position. IRA Analyst is the tool investment professionals use to advise clients on IRA issues such as rolling over or converting a traditional IRA into a Roth IRA, eligibility requirements, tax and retirement assumptions, and overall benefits of specific plans. With IRA Analyst, investment professionals become IRA experts in a few easy steps.
For Professional Use Only
IRA Analyst is a planning and sales tool designed specifically investment professionals. With an easy-to-use interface, its own database, or a link to FLX Investment Planning, IRA Analyst can be easily |
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