Starting at $99

SmartDraw

What you really want to give this year!

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$61,000 for your parents’ bucket list*

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Session with a pro Financial Planner

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Peace of mind for the whole family

chevron iconGift SmartDraw

Starting at $99

SmartDraw

What you really want to give this year!

chevron

$61,000 for your parents’ bucket list*

chevron

Session with a pro Financial Planner

chevron

Peace of mind for the whole family

Thousands Trust Kindur With Billions

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Over 15,000 people trust Kindur to build or reinforce their retirement plan.

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Kindur's planning tools have helped baby boomers optimize $5.5+ billion in assets and investments.

The $61,000 Playbook

SmartDraw helps make every dollar work harder for your parents (and not for Uncle Sam).

SmartDraw technology evaluates their retirement savings and calculates a personalized strategy to supercharge their tax accountant or software. It lays out simple steps to minimize taxes and avoid penalties, which can add up to $61,000+ in extra retirement earnings.* And Kindur is always a phone call away if your parents need assistance.

Features

Personalized. Simple. Smart.

SmartDraw grants access to Kindur’s proprietary technology, plus our Certified Financial Planner™ professionals to protect retirement savings.
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checkmarkPersonalized withdrawal advice

checkmarkReq. Min. Distribution calculator

checkmarkIRA tax withholding strategies

checkmarkAccess to Kindur’s Financial Planners

checkmarkMedicare surcharge reduction

checkmarkLifetime savings projection

checkmarkSuite of retirement tools

checkmarkTax code updates

The SmartDraw Difference

We know talking with a parent about money is hard. That's why all SmartDraw plans include time with a dedicated CFP® professional. They'll answer your parents' questions and help put them on a clear, time-proven path to financial wellness.
We made SmartDraw for your parents, and for ours. That's right, at Kindur, we only build tools we're proud to give to our own moms and dads. Say bye-bye to hidden fees, commissions and high-pressure sales tactics. Say hello to low, flat fees and no commissions.Our team has only one goal: to help your parents achieve theirs.

Help Them Avoid Surprises

health

3 million people will pay a surcharge on their Medicare premiums. We’ll see if they’re eligible to save up to $2,000.

wallet

50% penalty for missed RMDs (Required Minimum Distributions). We’ll help them keep both halves.

government

40 states tax your parents’ IRA withdrawals. We’ll help them withhold wisely.

How it Works

Your parents will start with a financial assessment to unlock how much SmartDraw can help them save over the course of their retirement. Clients can see up to $61,000+ in extra earnings.
Each month, your parents will receive personalized tax and withdrawal strategies that are simple both to understand and put into action.

Finally, a thoughtful digital gift

Give the gift that keeps on giving.

What do your parents really want? More time and money to spend on what really matters: their family, their passions and their bucket list. SmartDraw is an important first step on that path to financial wellness.Give your parents the gift of SmartDraw today.
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Easy to send and activate

Easy to send and activate

Never expires

Never expires

Fast and secure checkout

Fast and secure checkout

Help loved ones retire fearlessly

Help loved ones retire fearlessly

You already know: retirement advice isn’t just for baby boomers.

Get exclusive content and the latest in retirement advice and legislation, from our team of industry experts.

About Kindur

Kindur is an SEC registered investment advisor dedicated to helping retirees feel prepared moving into retirement. We provide smart, automated advice to personalize your retirement strategy so you can manage your savings with confidence. More about us.
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1Estimated increase based on projected difference between the most efficient and least efficient withdrawal strategy for a 62 year old married couple from Florida with $1 million in assets split equally between IRA, Roth and taxable accounts. User and user’s spouse were assumed to have a salary while working of $80,000 and $30,000 respectively and both retired and started taking Social Security at age 62. A retirement replacement ratio was utilized to provide an estimate of post-retirement spending based on pre-retirement income. To learn more about SmartDraw's personalized withdrawal strategies and the assumptions that make them work, please click here.

This website is operated and maintained by Kindur Services Inc. (together with its subsidiaries and affiliates, “Kindur”). By using this website, you accept our Terms of Useand Privacy Policy.

Investment advisory services are provided only to those who become clients of Kindur Investment Services LLC (“Kindur Investment”), an SEC registered investment advisor. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

Email: support@kindur.com

Tel: (800) 961-3572

© Copyright 2019 Kindur Services Inc.

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