Technical Support – 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).

6 06, 2022

How Do I Find The Version Number For My Product?

By Kathleen Reynolds|2022-06-06T14:23:35-04:00June 6th, 2022|0 Comments

Look in the top left corner to find the version number for ANY Brentmark product.

17 02, 2022

Estate Planning Tools (EPT) Introduction Demo

By Kathleen Reynolds|2022-02-17T15:46:10-05:00February 17th, 2022|0 Comments

The following video tutorial will walk you through accessing and navigating the basics of (EPT) Estate Planning Tools (Desktop).

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.

9 02, 2021

Tip #105 – Where Can I Read All The Brentmark Tips & Tricks?

By Kathleen Reynolds|2021-02-09T13:55:32-05:00February 9th, 2021|Comments Off on Tip #105 – Where Can I Read All The Brentmark Tips & Tricks?

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 [...]

9 02, 2021

Tip #103 – How Do I Get The “Download” Button To Appear In The Brentmark Portal

By Kathleen Reynolds|2021-02-09T13:44:48-05:00February 9th, 2021|Comments Off on Tip #103 – How Do I Get The “Download” Button To Appear In The Brentmark Portal

TIP #103 - If you do NOT see the "Download" button (for a licensed product) in the Brentmark Portal follow these steps: Select "Manage A [...]

20 01, 2021

Tip #104 – How do I manually update my AFR & §7520 Rate Table?

By Kathleen Reynolds|2021-02-09T13:48:56-05:00January 20th, 2021|Comments Off on Tip #104 – How do I manually update my AFR & §7520 Rate Table?

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.

19 01, 2021

Manually Updating Your AFR Rates

By Kathleen Reynolds|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 Kathleen Reynolds|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.