Qualified Plan Distribution Analysis illustrates how your clients will coordinate their qualified plans and distributions into estate and financial planning. QPDA helps planners explore various planning scenarios to determine how to maximize their clients' plans for retirement, including Roth Conversions.

Qualified Plan Distribution Analysis Screenshot

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With QPDA, you can effectively illustrate multi-generational planning for IRAs using:

  • Traditional rollover approach
  • Rollover to spouse and split approach
  • Split with non-spouse beneficiaries approach

You can also easily:

  • Show the effects and differences between safe harbor distributions
  • Reposition qualified plan distributions into other assets
  • Illustrate retirement distribution planning
  • Explore multigenerational planning
Qualified Plan Distribution Analysis Screenshot

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Clients Take Action

QPDA can assist with many sales opportunities and turn your clients' complexities into effective solutions. Presentations and concepts in QPDA's printed reports are easy for clients to understand. By providing quick, accurate, and understandable results, QPDA helps planners compel clients to take action.

QPDA helps provide clients with answers to these specific questions:

  • How will the various distribution options, including Roth Conversions, affect my qualified plan account?
  • How does a lump-sum distribution compare with rolling over to an IRA?
  • What are the effects of early distributions?
  • Should I take my money and pay the taxes now, or should I pay taxes only as I receive the distributions?
  • Should I use qualified plan distributions to provide insurance for estate planning?
  • What amounts of qualified plan distributions should I use to provide insurance?
  • How can I defer income taxes on my qualified plan as long as possible?

QPDA gives you a quick and efficient way to expand and analyze distributions.

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This product sits on the Web-based PlanLab platform. The complete functionality of PlanLab comes in an easy-to-use, web-based package that requires little or no training to get started. Intuitive features in PlanLab make it easy to collect and analyze client data, motivate clients to action, and monitor their progress.

Impact Technologies Group, Inc. (Impact®)

Impact is known throughout the industry for creating sales presentations that combine numerical analysis and sales psychology to inform, alarm, and motivate clients to take action.

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Not only did we make a 4 million dollar life sale, but the client realized we were experts in IRA distribution planning so we were able to capture an additional 3 million of IRA assets that were with a brokerage house.

David Boekelo

How this sale was made. Click here for the Case Study.

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