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|2021-03-10T22:21:24-05:00March 10th, 2021|
TIP #108 - How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72? This unique Brentmark tool [...]
By Kathleen Reynolds|2021-03-10T22:01:51-05:00March 10th, 2021|
How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72?
This unique Brentmark tool will search within the folder used for data files, scanning each file, and report for a plan owner reaching 71 or 72 in the current year.
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 [...]