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Feb 11, 2009 12:48 PM
A Tool for Retirement Advice
Should you use “Retirement Savings Planner 2009” software?
What Reports Are Furnished?
Client reports are created by a facility that allows you to select all or any of the screens presented by the program (including tools) as a combined report according to the age range you select. You may print the Savings Graph or Retirement Income Graph separately. Data appearing on the Spreadsheet may be exported to Microsoft Excel for further manipulation or addition of categories and amounts.
What About Help and Support?
Retirement Savings Planner 2009 includes a well-conceived help system that describes the program settings, screen inputs and program operation in detail. Technical support for this product is provided by email and telephone.
Where Do You Get This Software?
The new user price for an annual subscription to Retirement Savings Planner 2009, Professional Edition is $699. Renewals for prior users are $349. If you would like to try the product before purchasing it, both a free demo version and a free 90 day trial are available from the publisher’s website.
This service is available from:
Torrid Technologies
1860 Sandy Plains Rd.
Suite 204-129
Marietta, GA 30066
Order Line Phone: 770-565-6405
Website: www.torrid-tech.com/
Bottom Line
This program is useful for a quick, visual representation of a client’s financial picture as it relates to retirement planning.
Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley - a respected connoisseur of the software and Internet resources wealth management advisors use to further their practices.
Kelley is a lawyer living in Highlands Ranch, Colo., and is of counsel to the law firm of Kelley, Scritsmier & Byrne, P.C. of North Platte, Neb. He is the co-author of the Intuitive Estate Planner Software, (Thomson - West 2004). He has served on the governing boards of the American Bar Association Real Property Probate and Trust Section and the American College of Tax Counsel. He is a past regent and past chair of the Committee on Technology in the Practice of the American College of Trust and Estate Counsel.
Trusts & Estates has asked Kelley to provide his unvarnished opinions on the tech resources available in the practice today. His columns are edited for readability only. Send feedback and suggestions for articles directly to him at dhkelley@qwestoffice.net.
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