Determining the best way to manage distributions from retirement accounts is made easy with the Distribution Strategist™ suite of four online planning tools. Our solution features a step-by-step process, educational information, calculations, and projections to provide the data needed to make effective distribution choices. Its custom-branded appearance blends with an existing website to promote your brand.


  • Rollover Planner™ helps determine rollover options
  • RMD Planner™ calculates required minimum distributions
  • Beneficiary Planner™ calculates and compares beneficiary distribution options
  • Early Payout Planner™ calculates and guides early payout options


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