Tom Perretta
GBGreat and simple software I've used the RMD software for many years and have found it to be simple to use and the output is succient and to the point. I've never had any problems with it over the years. Also, it's a great price for what you get. I've just started using the Guaranteed Lifetime Income Selection and Social Security software and I feel it is very useful and again easy to use.
Tim Harlow
GBRequired Minimum Distribution Tool This is an excellent little piece of software. I use in extensively in my practice, and it has become indispensable. We have a number of clients who need to take RMD's and many who have inherited IRA's where the RMD calculation is more difficult. The software is quite accurate, easy to use, and the printout really helps my clients to understand what needs to be distributed to them and why. It is a great tool!
Tommy Ruff, CLU ChFC MCEP
GBTommy L. Ruff, CLU ChFC Master Certified Estate Planner I spent time with a CPA this morning whom I have never met before today. After showing him what I can do for his clients and the ImagiSoft tools he was impressed enough to tell me that we are going to do a lot of business together. Great software, great guys to work with and great results. Give em' a call.
Marc
GBOutput report needs a fresh look Given today's tech possibilities, I'd like to see reports that have a bit more visual crispness.
Raphael
GBoutstanding software always a pleasure to use this report to prospective new clients.