Case Studies and Reports

The following Brentmark Software case studies and reports are available for download. Click on the link to start the download process. You will need Adobe Acrobat Reader v. 3.00 (or later) to read or print the files which are in PDF format. All of the Brentmark Software files are copyrighted by Brentmark Software, Inc.

Minimum Distributions Calculator

Minimum Distributions Calculator Case Studies (2/2/06)
File: Minimum Distributions Calculator Case Study.pdf (239K)

Case No. 1 Minimum Distributions Reports (2/2/06)
File: Case No. 1 - Reports for Minimum Distributions Calculator.pdf (57K)
Case No. 2 Stretch IRA Spousal Rollover then Spouse Names Benef. Reports (2/2/06)
File: Case No. 2 - Reports for Stretch IRA Spousal Rollover then Spouse Names Benef.pdf (58K)
Case No. 3 Inherited IRA Reports (2/2/06)
File: Case No. 3 - Inherited IRA.pdf (57K)

Pension Distributions Calculator

Pension Distributions Calculator Case Studies (3/1/06)
File: Pension Distributions Calculator Case Study.pdf (431K)

Case No. 1 Minimum Distributions Reports (2/28/06)
File: Reports for Case 1 - Minimum Distributions.pdf (60K)
Case No. 2 Stretch IRA Spousal Rollover then Spouse Names Benef. Reports (3/9/06)
File: Reports for Case 2 - Stretch IRA Spousal Rollover then Spouse Names Beneficiary.pdf (57K)
Case No. 3 Inherited IRA Reports (3/9/06)
File: Reports for Case 3 - Inherited IRA.pdf (56K)
Case No. 4 Pre-59 Distributions Reports (3/9/06)
File: Reports for Case 4 - Pre-59 1-2 Distributions.pdf (67K)
Case No. 5 Switch to Minimum Distributions Method Reports (2/28/06)
File: Reports for Case 5 - Switch to Minimum Distributions Method for Pre-59 1-2 Distributions.pdf (82K)

Pension Distributions Planner

Pension Distributions Planner Case Studies (3/1/06)
File: Pension Distributions Planner Case Studies.pdf (428K)

Case No. 1 Minimum Distributions Reports (3/9/06)
File: Case No. 1 Minimum Distributions.pdf (57K)
Case No. 2 Spousal Rollover Five Beneficiaries Reports (3/9/06)
File: Case No. 2 Spousal Rollover Five Beneficiaries.pdf (60K)
Case No. 3 Inherited IRA Reports (3/9/06)
File: Case No. 3 Inherited IRA.pdf (62K)
Case No. 4 Pre-59 Distributions Reports (3/9/06)
File: Case No. 4 Pre-59 1-2 Distributions.pdf (65K)
Case No. 5 Switch to Minimum Distributions Method Reports (3/9/06)
File: Case No. 5 Switch to Minimum Distributions Method.pdf (65K)

Retirement Plan Analyzer

Retirement Plan Analyzer Case Studies (available soon)

Retirement Income Navigator

Please be patient while downloading larger files.
(For the fastest download, use the right click method described above.)

Case Study demonstrating use of an Annuity in Defined Withdrawal (1/27/05)
File: Annuity Real Case 1-26-05.pdf (365K)
Reports in Actual Dollars for Case Study demonstrating use of an Annuity in Defined Withdrawal (1/27/05)
File: Annuity Case Report - Actual Dollars.pdf (53K)
Reports in Inflation Adjusted Dollars for Case Study demonstrating use of an Annuity in Defined Withdrawal (1/27/05)
File: Annuity Case Report - Inflation Adjusted Dollars.pdf (59K)

Annuity Case Study with Reports (1/11/05)
File: Annuity Real Case with Reports (375K)

Tutorial 1 (3/9/04)
File: Tutorial1 Retirement Income Navigator.pdf (1108K)
Tutorial 2 (3/9/04)
File: Tutorial2 Retirement Income Navigator.pdf (1130K)
Tutorial 3 (3/9/04)
File: Tutorial3 Retirement Income Navigator.pdf (1270K)
Tutorial 4 (3/9/04)
File: Tutorial4 Retirement Income Navigator.pdf (618K)
 

Brentmark Software
253 Plaza Dr., Ste. B
Oviedo, FL  32765-6460

1-800-879-6665 or 407-306-6160
Fax: 407-306-6107

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Copyright 2003, 2014, Brentmark Software, Inc., All Rights Reserved.
Last modified: September 03, 2014