Cheryl Hinckley
GBLove the simplicity of the RMD calculator Using the Imagisoft RMD calculator is quick and easy, making RMD calculations a cinch.
Larry Starr
GBRMD Software the absolute BEST! We have used ImagiSOFT's RMD software for very many years. It is simple, straightforward, and easily understood by our clients. We do many hundreds of RMD calculations every year and have several tools available to us to use, but we prefer to pay ImagiSOFT's annual fee (which is extremely reasonable) rather than use those other tools included in our very expensive software suites. Frankly, if you do any number of RMD calculations, this is the tool you absolutely owe it to yourself to try. You will not be disappointed.
michael jankowski
GBexactly what i was looking for exactly what i was looking for. the software was a tremendous help in fulfilling a clients need.
Kevin W. Carroll
GBIf your clients dislike taxes on their IRA's. Read this! Most owners know they must pay taxes on their IRA beginning around age 70. But ask them if the know that income taxes need to be paid after their death (single person) or after the last spouse's death (a couple) and you get all kind of responses. Most of which are "I did not know that taxes are due." Here is away to show parents that upon their death they can have the option of letting their kids take "lump sum" or to choose when to have the income tax occur. I just started using ImagiSoft in Dec 2014 and in January I closed a new prospect (husband and wife) into clients for premium of $937.000. The payout to parents and kids.........is 4 times as much..........$3,639,768.00. Talk to Michael.
Kimble mason
GBstrs teachers in california I like with michaels imagiSOFT....you straight-talk system...kimble mason