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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Navigating the intricacies of military life when it comes to taxes is made easier with MilTax, which offers free tax software and personalized assistance from military tax specialists. Created specifically for the military community and endorsed by the Defense Department, MilTax provides tailored software that simplifies the tax filing process for service members and their families. Users can connect with knowledgeable tax professionals to file their federal return and up to three state returns without any cost. This service is available to active duty personnel, qualified family members, survivors, and veterans within a year of their separation or retirement. To find out if you qualify for MilTax services, you can explore the eligibility criteria. If you have any inquiries, you can receive complimentary one-on-one assistance from MilTax experts who possess specialized training in military tax matters. Support is available around the clock, allowing you to either call or chat to arrange a consultation, or you can visit a local installation-based volunteer income tax assistance office for in-person help. Additionally, ensuring you have the right resources can make a significant difference in your tax filing experience.

Description

The Retirement Analysis Kit (TRAK) stands out as a cutting-edge retirement software that has effectively assisted advisors in motivating individuals towards achieving retirement readiness. It addresses crucial queries clients may have regarding their retirement plans. By offering tailored education, TRAK inspires participants to take decisive steps towards their future. The software also facilitates thorough one-on-one retirement planning sessions, enabling the calculation of pension benefits, survivor options, and strategies for pension maximization. Additionally, it showcases savings strategies for 403(b) and 457 plans, integrating them into a comprehensive retirement strategy. TRAK prioritizes clients' best interests by delivering clear and transparent insights into popular retirement approaches. Have you ever dedicated significant resources to formulating a retirement plan for your clients, guided them through the details, only to witness their disinterest as they said, "We’ll think about it"? Experiences like these indicate a lack of effective connection with your clients, which TRAK aims to remedy through its engaging platform.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$500.00/year
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Military OneSource

Country

United States

Website

www.militaryonesource.mil/financial-legal/taxes/miltax-military-tax-services/

Vendor Details

Company Name

RetireReady Solutions

Founded

1986

Country

United States

Website

retireready.com

Product Features

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management Yes 

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