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Clients on File: The table below contains a list of clients that you previously established. To add a new client, press [Add New Client] button or click on [Select] to edit an existing client.
This is an online demo. As a demo, no additional clients or illustrations may be added. There are three illustrations that can be viewed by selecting an existing client from the list below. For registered IraTools users, the online version of the programs have the same options and reports as the desktop version.
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Name
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Date Created
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Last Modified
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Select
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Beneficiary, Marty, Born: 11/4/1971
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2/3/2006 12:00 AM
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4/20/2006 12:00 AM
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Select
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Distribution, Minimum, Born: 4/24/1940
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4/24/2010 9:26 AM
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1/6/2011 10:42 AM
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Select
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S, D, Born: 8/15/1960
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10/27/2011 10:26 AM
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10/27/2011 10:26 AM
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Select
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Sample, IRS, Born: 7/9/1961
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7/9/2011 2:11 PM
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7/9/2011 2:11 PM
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