FAQs from common technical support issues.
Where are my downloaded files? Brentmark files download automatically to your computer's "Downloads" folder. If you do not already know where your downloads folder is [...]
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).
Look in the top left corner to find the version number for ANY Brentmark product.
The following video tutorial will walk you through accessing and navigating the basics of (EPT) Estate Planning Tools (Desktop).
TIP #108 - How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72? This unique Brentmark tool [...]
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.
TIP #105 - You can find all of the Brentmark Tips and Tricks by following the following steps: From www.Brentmark.com select the "Resources" menu. Select [...]
TIP #103 - If you do NOT see the "Download" button (for a licensed product) in the Brentmark Portal follow these steps: Select "Manage A [...]
TIP #104 - You can manually download the AFR Rate Table by following these quick steps: Select the "Edit" menu from inside the program. Select the "AFR Rates" menu item. Select "Download AFR Rate Data Package". Your Brentmark desktop application should now be updated with the new published 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.