Trust Builders, Inc. Introduces Patent Pending Tax Wise Distribution Strategy

2008-10-08 00:37:02 -

- Trust Builders, Inc., a leading provider of educational solutions for retirement planning, announced today the availability of a revolutionary new tax wise distribution strategy. This patent pending process provides a participant with the ability to extend the length of their retirement income and decrease their need for additional savings.

The Tax Wise Distribution Strategy maximizes the advantage of the tax basis of each individual account. It reduces taxes and helps a participant determine how to both distribute income in retirement and accumulate assets for the planned distribution. This distribution method is based on a client's marginal tax bracket, as well as on the client's allocation between pre-tax (e.g. 401(k)) and after tax (e.g. Roth) monies.

Commenting on the new strategy, Trust Builders, Inc. President Edward Dressel stated, "Our patent pending tax wise strategy allows for participants to strategize the distribution of their income unlike any other software product on the market today. This strategy results in reduced taxation for retirement, thereby increasing the longevity of a client's assets."

Trust Builders, Inc. is offering a white paper report titled 'Distribution and Accumulation Strategies for Retirement Planning,' available at www.tbinc.com/documents/TaxWiseDistributions.pdf. This report details various distribution strategies and models, illustrating the tax wise distribution strategy and increasing the client's income by almost 4%.

The tax wise distribution strategy is currently available as part of the Gap Analysis tool in The Retirement Analysis Kit (TRAK). Trust Builders, Inc. works with Broker-Dealers, Independent Financial Advisers, Registered Representatives and Registered Investment Advisers across America with the TRAK software program.

For more information and to schedule a demo, contact Trust Builders, Inc. at 503-831-1111 or go to their website at www.tbinc.com.

Trust Builders, Inc.
Edward Dressel, President, 503-831-1111
dressel@TBInc.com