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Software & Reports

Stonewood reports cut through the noise to help savers make smart decisions fast.

Stonewood's suite of client-metting reports, including samples of our Income Reports, Total Tax Burden Report, FIA+IUL Optimzer and Wealth + Legacy Report.

Analysis to build better plans

Life is full of choices. Our software helps your clients make decisions.

Our reports compare retirement saving approaches based on key values like taxes, income, and legacy. They're the quickest way to turn prospects into clients and increase wallet share from those working with your practice.

Tax & Roth Analysis Reports

Taxes are one of the largest, and least evaluated retirement risks your clients face. Our reports help you identify, quantify, and eliminate tax risk.

Income Analysis Reports

Evaluate income potential so your clients can maximize their retirement assets. Our reports show your clients how to get more from their approach.

Specialty Reports

Compare the real cost of various savings approaches. Maximize legacy to heirs and charity. Optimize specialized retirement strategies. We have reports do it all.

Roth Done Right Stonewood Financial Report and Computer Graphic
Roth Done Right | Software & Reports

NEW! Roth Conversion Optimizer


Stonewood's Roth Done Right software shows your client the tax and IRMAA savings of a Roth conversion - and then analyzes optimal conversion patterns based on their individual needs.

This powerful tool delivers a deeper analysis of Roth conversions; overcomes common conversion objections; and shows your clients why they need YOUR unique expertise to convert. 

See Roth Done Right in Action

Core Reports

Total Tax Burden Report

Tax Reports

Uncover (& address) your client's Retirement Tax Bill

Our suite of Tax Analysis tools quantify the total taxes your client could pay in retirement - and show them how to reduce their IRS bill.

Our most popular tax software includes:

  • Roth Conversion Optimizer
  • Total Tax Burden Analysis
  • Tax & Income Analysis
Request a Sample

Income Analysis Report

IUL Reports

Increase the value of your client's income and legacy approach

Our IUL Analysis software lets you evaluate income potential between qualified, Roth, and IUL accounts - and show clients how to maximize their legacy.

Our most popular IUL software includes: 

  • Income Analysis
  • Legacy Optimization
  • Cost Analysis
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Annuity Alhpa

Annuity Reports 

Drive alpha (yes, alpha) with income annuities.

Our Annuity Alpha software compares potential income and return from an FIA and brokerage account. Use it to drive sales and overcome objections.

Our popular Annuity software helps you:

  • Show the value of FIA income
  • Compare it to a managed account
  • See growth and longevity impacts
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Best Year Ever.

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Ready to take your practice to new heights? Stonewood's suite of client-facing toolkits, sales story reports and industry-leading training will take you there.