RazorPlan Plus – Take Your Practice to the Next Level

By Mike Howe   June 2019

With the release of RazorPlan Plus some powerful new features were added. The video below is a recording of the RazorPlan Plus launch webinar and shows the following:

  • Enhanced succession planning using target after-tax estate value
  • Sequence of returns and retirement risk zone planning
  • Decumulation planning and withdrawal order control
  • Corporate estate planning including wind-up and stop-loss calculations
  • Alternative retirement income including IRP and reverse mortgage