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Products October 7, 2008
Trust Builders Distribution Strategy Extends Retirement Income
October 7, 2008 (PLANSPONSOR.com) - Trust Builders,
Inc., provider of educational solutions for retirement
planning, has announced the availability of a patent pending
tax wise distribution strategy that it says provides a
participant with the ability to extend the length of their
retirement income and decrease their need for additional
savings.
Reported by Rebecca Moore
According to the announcement, the Tax Wise Distribution Strategy maximizes the advantage of the tax basis of each individual account. It reduces taxes and helps a participant determine how to both distribute income in retirement and accumulate assets for the planned distribution.
The distribution method is based on a client’s marginal tax bracket, as well as on the client’s allocation between pre-tax (e.g. 401(k)) and after tax (e.g. Roth) monies, the announcement said.
Trust Builders is also offering a white paper detailing various distribution strategies and models and illustrating the tax wise distribution strategy increasing a client’s income by almost 4%. “Distribution and Accumulation Strategies for Retirement Planning” is available at www.tbinc.com/documents/TaxWiseDistributions.pdf .
The tax wise distribution strategy is currently available as part of the Gap Analysis tool in Trust Builders’ The Retirement Analysis Kit (TRAK). The firm works with Broker-Dealers, Independent Financial Advisers, Registered Representatives, and Registered Investment Advisers across America with the TRAK software program.
For more information and to schedule a demo, call 503-831-1111 or go to www.tbinc.com .