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The right analysis drives client conversations and decisions. Whether you’re analyzing taxes, income, legacy or IRMAA, Stonewood reports are designed to be run quickly and presented effectively.
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Which Report is Right for My Client?
Stonewood reports can enhance your client conversations, whether you’re talking taxes, annuities, life insurance, or IRMAA.
Our most popular reports include:
| Report | Best For | What You’ll See |
|---|---|---|
| Roth Done Right | Tax & IRMAA Analysis | Clients with $200K+ in traditional IRAs considering Roth conversion | Total lifetime taxes & IRMAA paid, break even analysis, and conversion timing analysis |
| Annuity Alpha | FIA vs. Managed Account | Clients weighing a fixed indexed annuity vs. staying in a brokerage account | Performance necessary for a managed account to match FIA guarantees. |
| Legacy Done Right | Insurance Death Benefit Analysis | Clients focused on estate and wealth transfer strategy | Total after-tax legacy in an IRA vs. Roth and life insurance strategies, life insurance structure analysis |
| Total Tax Burden | Taxes Paid & Saved Snapshot | Any client who wants to understand their retirement tax exposure | Projected retirement tax bill in their current approach vs. a tax-free approach |
Next Steps for Your Custom Report
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Frequently Asked Questions
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Yes. You’ll have an opportunity to see both a generic sample and have a custom sample run on a client of your choice.
No. The sample report is available to any advisor. Once you become a member, you’ll get access to every report type, unlimited runs, and all the client customization features.
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