tsa   TSA/401k Slide Show

If a picture is worth a thousand words,
what about a slide show?

TSA Show is a sophisticated presentation slide show tool that can help you sell! Two separate main shows tell your customers WHY and HOW to use TSAs. Another three shows demonstrate the effects a TSA can have at 6%, 8%, and 10% returns!

The "WHY" Show covers topics such as:
  • 3 reasons why people use a TSA

  • The main benefit of a TSA

  • The tax benefits of a TSA

  • How deposits are made

  • How much can be contributed

  • Maximum contributions

  • Withdrawal penalties: what they are and how to avoid them

  • Emergency withdrawals

  • Deposit availability

  • How a TSA at retirement affects taxes... and more!

The "HOW" Show begins with a situation
and demonstrates how a TSA compares
with a typical savings account
  • How a TSA is taxed vs. a standard savings account

  • How a TSA is taxed vs. normal income

  • How a TSA compares in deposits with a standard savings account

  • This show ends with a thought-provoking question!

 

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What TRAK users are saying

If you are looking for an easy to use, flexible, and accurate program that will support you in reaching your potential, choose TRAK.
Jerry Adzima
Reliant Financial Services

The excitement created by TRAK keeps me motivated to help all of my clients past and present.
O. Aquil

TRAK Software has helped my clients understand that they can take control of their financial future.
John Davidson
NAIFA President

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