Stuart Software Solutions

income planning is one of the biggest issues facing our retirees and one of the least understood. when will your client run out of money, what is their income gap, are they paying too much in taxes, is there too much risk in their portfolio and what does that mean. developed by advisors, for advisors. sips software can help an advisor answer these questions and design a solution specifically for an individual retiree. the heart of the system is the one page structured income plan. show investment accounts, bank accounts and cd's, annuities, life insurance, ira required minimum distributions. schedule income streams, annuity payouts, social security, and pensions. calculate income need based on the client's target, inflation, taxes, investment returns and product guarantees. how will a guaranteed product work within your complete plan and is it right for your client. build scenarios to show the before and after, the impact on future cash values, income streams and death benefits. the si