By Kathleen Reynolds|2022-06-13T12:07:39-04:00June 13th, 2022|
Why is the AFR Showing As 5%? - Pre 59 1/2 Distributions (SEPP Calculations)
(ECPL) Estate & Charitable Planner LIVE
(EPT) Estate Planning Tools (Desktop)
(RDP) Retirement Distributions Planner (Desktop)
(RPA) Retirement Plan Analyzer (Desktop)
The IRS Released Notice 2022-6 on January 18, 2022, regarding SEPP calculations.
You can find this Notice under the 'Help' menu on the main part of the program (the button on the Pre-59 screen may not direct you to that Notice).
By Kathleen Reynolds|2022-06-06T14:23:35-04:00June 6th, 2022|
Look in the top left corner to find the version number for ANY Brentmark product.
By Kathleen Reynolds|2021-03-10T21:53:46-05:00March 4th, 2021|
The data entered in the "CRAT Payout" field has to meet the following criteria:
The amount entered has to be at least 5% of the FMV of Trust. Any value entered lower than that will be forced to 5%.
The maximum value allowed for this input is 50%. The program will force anything above this amount down to 50%.
By Kathleen Reynolds|2020-12-18T14:34:49-05:00December 18th, 2020|
How do I know what version of Estate Planning Tools (EPT) (Desktop) I am currently using? Look at the top left corner of your screen. [...]
By Kathleen Reynolds|2021-01-04T11:19:31-05:00August 26th, 2020|
The following video tutorial will walk you through accessing and navigating the basics of Estate & Charitable Planner LIVE (web application). This video includes how [...]
By Kathleen Reynolds|2021-01-07T12:01:07-05:00August 14th, 2020|
2020-2021 Product Comparison Guide: Estate Planning Tools (EPT) (Desktop) Charitable Financial Planner (CFP) (Desktop) Estate & Charitable Planner LIVE (ECPLive) (Web Application) DOWNLOAD THIS COMPARISON [...]
By Kathleen Reynolds|2021-03-10T16:23:06-05:00August 14th, 2020|
What programs incorporate The SECURE Act: Retirement Plan Analyzer Retirement Distributions Planner Retirement Distributions LIVE Estate & Charitable Planner LIVE
By Kathleen Reynolds|2021-03-10T16:20:20-05:00August 14th, 2020|
What were the 2020 SECURE Act updates? Download this information file. Program Updates: Updates to our desktop programs became available in January 2020. LIVE products [...]