There are only two things which impact the results found by investing in a Qualified Plan. This software module contains all you will need to walk your client through a discussion of how a current tax change, and also a withdrawal tax change would impact the money held in a Qualified Plan. This useful tool will help you to both compare, and easily illustrate the differences between tax deferral and tax-free investments to your clients.

Spending Game however is not only limited to distribution as the intuitive “Spread Sheet” type interface will allow you to quickly add all of your client’s assets and test multiple strategies for accumulation as well. Quickly show the best ways to accumulate money for future retirement goals, college funding, business capital, or any future financial goal. Spending Game allows you to quickly model your clients present position, find the money, and instantly test alternate strategies that will expose the most efficient solution.