RetireReady Solutions Blog

Welcome to the TRAK Retirement Planning Blog.

Bucket Strategy Part 3: Step by Step Guide Within TRAK

June 04, 2019 by Edward Dressel -

You’ve researched the bucket strategy, you see the potential it has for your clients and your business, and now you need the means to use it. The first two parts of this series explored the strategy and how to introduce it to clients. This final segment provides TRAK users with a step-by-step guide for implementing the strategy.

The Bucket Strategy: What It Is, and What It Can Do for You (Part 1)

March 12, 2019 by Edward Dressel -

In this first installment of our bucket strategy series, we explore what the bucket strategy is and why it is worth your time as an advisor. Understanding the fundamentals of the bucket strategy and the value it provides to clients will lead into two more segments: “Who Wants the Bucket Strategy and How to Win Their Business” (Part 2) and...

Choice is the Driving Factor in 403(b) Participation

February 21, 2019 by Edward Dressel -

“Teachers are expected to reach unattainable goals with inadequate tools. The miracle is that at times they accomplish this impossible task.” – Haim Ginott

Many of us read this quote and fondly recall a teacher who made a significant impact in our formative years. Teachers face many challenges in the classroom, carefully balancing the...

Averages Fail to Engage Participants, So Move Beyond the Mean!

February 14, 2019 by Edward Dressel -

Given the countless variables involved in assessing risks, needs, and strategies for retirement readiness, turning to averages provides a false sense of security and control. However, No One is Average, a report from J.P. Morgan, warns that “averages can be distorting because, in fact, no one is average.”

TRAK Introduces Custom Glide Path Functionality

January 22, 2019 by Edward Dressel -

Assisting clients or plan participants in their pursuit of retirement readiness requires effective, engaging tools that empower your interactions. Visual aids are particularly effective, but they must strike the proper balance between adequate data and simplicity.  Keeping illustrations easy to understand engages the individual and expedites...

Illustrating Stretch IRAs in TRAK-Online

April 03, 2018 by Edward Dressel -

Advisors to high net worth families work hard to help their clients minimize their taxes and ensure that the fruits of their hard work, their assets, can be passed on to younger generations. One strategy for transferring wealth to younger generations and reducing tax liability is to use a “stretch IRA” strategy. This strategy involves naming...

Delayed Retirement Increases Life Expectancy—and Retirement Gaps

June 30, 2016 by Edward Dressel -

Clients who choose to delay their retirement may find that their decision affects more than just their retirement budget.  New research published in the Journal of Epidemiology and Community Health found that delaying retirement can actually increase life expectancy.

Financial Planning Software that Wins New Clients

February 10, 2016 by Edward Dressel -

Retire Ready Solutions strives to create the ultimate retirement planning tools that allow financial advisors to win new clients and support exiting clients. That's our reason for being, our premise of existence. We do not build software for lay-people or DIY consumers, we build best in class software tools specifically for financial advisors....

   

With a long history of working with corporate accounts of all sizes RetireReady Solutions will draw on our experience to help your advisors increase their sales through client education.

Subscribe to Email Updates

Recent Posts