Catalyst2 Traditional IRA Management Software is issued in user license agreements as defined below.

TO PURCHASE, CLICK ON A SELECTED LICENSE BELOW:

Multiple-Case One-Year License (100 cases):   $75.00

Individual Plan Owner Case One-Year License:   $20.00

I.   Multiple-Case One-Year License

Licenses are issued for a specified number of unique cases. A case is defined as a specific plan owner/spouse with unique name(s) and birth date(s). An unlimited number of reports may be generated for this unique case. (The user can run numerous sets of account balances/assumptions for the specified plan owner.) The license is valid up to 365 days from the activation date and initially provides for 100 unique cases.

II.  Individual Plan Owner Case One-Year License

Licenses are issued on an annual basis and are valid up to 365 days from the activation date. This license is for a unique case (one plan owner/ spouse name(s) and birth date(s)). The user can run numerous sets of account balances/ assumptions for the plan owner and generate unlimited reports for that case.

For questions and information on institutional licensing, please contact info@maxmyira.com.

All numerical values are estimates; examples are for illustrative purposes only and are based on hypothetical interest and tax assumptions. When considering asset reallocation, we suggest that all prospective users consult with a tax specialist, attorney, or financial advisor.