Distribution Solutions

Financial Transitions Tool Kit

Quick Answers to Specific Distribution Questions

Distribution Solutions responds to the unique planning needs associated with this economic downturn. Money Tree Software created this dedicated collection of calculations and reports to address financial transition concepts and retirement plan distribution decisions. Each report is brief, clear and to the point. You don't need to enter a lot of data, and you'll have the right answers immediately.

Initial Purchase Price $269 / Annual Renewal $100

> Lump Sum Distribution
> IRA to Roth Conversion
> Pension vs. Lump Sum Comparison
> Effect of Inflation on Income & Capital
> Required Minimum Distribution
> 72(t) Income Options Analysis
> Pension Dimensions