Catalyst2 is a traditional IRA management software designed to manage individual retirement account plan balances and income streams over time. The software's reports show how a small difference in rate of return assumptions (and other variables) can improve an IRA owner's long-term financial picture by thousands if not tens of thousands of dollars.
- Is easy to use
- Manages income streams and plan balances
- Can demonstrate how to maximize plan value
- Generates a simple, dynamic report
The real value of an IRA is the amount of income that it produces and the plan balance's ability to sustain that income over time. Most people don't have a financial planner and they don't really have access to a cradle-to-grave plan. They just need to focus on a specific asset and to know what that asset will provide for them over time.
- Comparison of two sets of hypothetical assumptions in Plan A/Plan B format
- Two 25-year amortization schedule spreadsheets
- Two pages of consolidated comparison with numeric and graphic representation
** Minimum distributions are reflected by default **