Retirement Distributions Planner - Desktop Archives | Brentmark, Inc.

13 06, 2022

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

By Kathleen Reynolds|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).

10 03, 2021

TIP #108 – How To Run Reports In (RDP) Retirement Distributions Planner Listing Clients Nearing Age 72.

By Kathleen Reynolds|2021-03-10T22:21:24-05:00March 10th, 2021|0 Comments

TIP #108 - How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72? This unique Brentmark tool [...]

10 03, 2021

Running A Report For All Clients Nearing Age 72 in (RDP) Retirement Distributions Planner

By Kathleen Reynolds|2021-03-10T22:01:51-05:00March 10th, 2021|0 Comments

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.

14 08, 2020

Programs Affected by The SECURE Act

By Kathleen Reynolds|2021-03-10T16:23:06-05:00August 14th, 2020|Comments Off on Programs Affected by The SECURE Act

What programs incorporate The SECURE Act: Retirement Plan Analyzer Retirement Distributions Planner Retirement Distributions LIVE Estate & Charitable Planner LIVE

14 08, 2020

SECURE Act Updates – January 2020

By Kathleen Reynolds|2021-03-10T16:20:20-05:00August 14th, 2020|Comments Off on SECURE Act Updates – January 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 [...]