A downloadable demo is available.
Retirement Distributions Planner calculates required minimum distributions under
the 2002 final regulations (as well as the 2001 proposed regs and the
pre-2001 rules) from qualified plans,
IRAs and Roth IRAs.
The program includes the ability to handle Roth IRA minimum distributions. Roth IRA required minimum distributions do not start until after the death of the IRA owner.
The program handles multiple beneficiaries. It handles up to five beneficiaries either after the death of the plan owner or after the death of a spouse after a spousal rollover. Reports show annual distributions and the life expectancy for each beneficiary as well as total distributions to each beneficiary and yearly distributions to all beneficiaries.
The program also handles pre-59½ distributions that avoid the 10% penalty. This feature provides you with three ways to calculate "substantially equal periodic payments" that need to be taken in order to avoid the 10% penalty that is imposed for taking funds out of your pension plans before age 59½. All three methods from Rev. Rul. 2002-62 are included as well as the calculation variations from the IRS' FAQs regarding Revenue Ruling 2002-62.
Retirement Distributions Planner
presents results in both numerical and graphical form. Extensive help
text is included in the program. Single User License (Windows 98 or
later): $249 (download now). Initial licensing includes six
full months of maintenance coverage (updates sent as released).
Optional future annual maintenance is priced at $79.
Retirement Distributions Planner was previously known as the Pension Distributions Planner.
Customized versions of the Retirement Distributions Planner are available for larger quantities or for firm-wide licensing. Contact Brentmark Software for more information.
Case Studies (click on links to download):
Retirement Distributions Planner Case Studies (3/1/06)
Case No. 1 Minimum Distributions Reports (3/9/06)
Click here for info. on other Brentmark Programs
253 Plaza Dr., Ste. B
Oviedo, FL 32765-6460
1-800-879-6665 or 407-306-6160