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13 06, 2022

Why is the AFR showing as 5%? – Pre 59 1/2 Distributions (SEPP Calculations)

By |2022-06-13T12:07:39-04:00June 13th, 2022|0 Comments

Why is the AFR Showing As 5%? - Pre 59 1/2 Distributions (SEPP Calculations) Impacts Products:  (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).

4 03, 2021

Entering Values In The CRAT Payout Field

By |2021-03-10T21:53:46-05:00March 4th, 2021|Comments Off on Entering Values In The CRAT Payout Field

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%.

19 01, 2021

Manually Updating Your AFR Rates

By |2021-01-20T12:53:37-05:00January 19th, 2021|Comments Off on Manually Updating Your AFR Rates

Can I update the AFR rates manually? Yes, you can manually update and download the AFR Rate Tables by doing the following: Select and open the “Edit” menu inside the program. Select the “AFR Rates” menu item. Select “Download AFR Data Package” from the available option.

19 01, 2021

AFR Rate Not Updating Automatically

By |2021-01-20T12:52:20-05:00January 19th, 2021|Comments Off on AFR Rate Not Updating Automatically

When I run the program, the AFR Rates are not automatically updating.  Can I update this manually? Yes, when this occurs you can manually update and download the AFR Rate Tables by doing the following: Select and open the "Edit" menu inside the program. Select the "AFR Rates" menu item.  Select "Download AFR Data Package" from the available option.

19 01, 2021

Tip #101 – How do I request support from Brentmark?

By |2021-02-01T12:16:14-05:00January 19th, 2021|Comments Off on Tip #101 – How do I request support from Brentmark?

TIP #101 -  All inquires for support go through Ask The Experts: www.brentmark.com/ask-the-experts Examples of Requests and Suggestions: General Inquiry (vendor or product evaluation, products, calculations, features, models, legislation, reporting tools, etc.) Press Inquiry (general news, staff or expert position press release, product or version update press release, event or publication release, etc.) Sales Inquiry (products, pricing, models, features, calculations, customization, etc.) Technical Support (account use and access, implementing new updates and releases for current clients and customers, reporting a bug, etc.) Billing Support (billing, license subscription, license renewals, etc.) Product Suggestions (new products, features, models, calculations, etc.)