The Challenge: To provide Broker/Dealers as well as the general public with a tool illustrating the importance of tax deferral when saving for retirement.
The Solution: BlueRush created an HTML based tool designed to provide clients with an interactive illustration showing the impact tax deferred growth may have when saving for retirement, ways to take income with the accumulated amount and also provide easy to understand beneficiary options. The tool is easy to use and provides the user the ability to view the story with the base case provided or personalize it with their own information. The Tax Deferral Analyzer has the added advantage of offline access for a set period of time. This tool is accessible both on desktop and tablet (portrait & landscape)
