Retirement Planning

||Retirement Planning
  • The Retirement Plan Analyzer evaluates various strategies of taking distributions from traditional IRAs, Roth IRAs, Roth 401(k)s and other qualified retirement plans. One of the most desired features of the Retirement Plan Analyzer is the Roth IRA conversion feature, used for comparing and evaluating conversions to a Roth IRA.  Roth IRA conversions in any one or multiple years may be modeled. This is Brentmark's most comprehensive retirement program. ***New Features of our 2019 Update***
    • Fact finder had been updated.
    • User interface has been updated.
    • AFR and Help files are now on-line.
    • New install software has been added.
    • On the Asset comparison report, we add a footnote, letting the user know that the assumption is that all assets are liquidated at second death. (you get those values from the Estate Analysis Report)
    • 2019 Income and Estate Tax adjustments have been added.
    • The State Death Tax Manager has been updated to include changes for CT, DC, HI, ME, RI, NY & VT.
  • The Retirement Plan Analyzer evaluates various strategies of taking distributions from traditional IRAs, Roth IRAs, Roth 401(k)s and other qualified retirement plans. One of the most desired features of the Retirement Plan Analyzer is the Roth IRA conversion feature, used for comparing and evaluating conversions to a Roth IRA.  Roth IRA conversions in any one or multiple years may be modeled. This is Brentmark's most comprehensive retirement program. ***New Features of our 2019 Update***
    • Fact finder had been updated.
    • User interface has been updated.
    • AFR and Help files are now on-line.
    • New install software has been added.
    • On the Asset comparison report, we add a footnote, letting the user know that the assumption is that all assets are liquidated at second death. (you get those values from the Estate Analysis Report)
    • 2019 Income and Estate Tax adjustments have been added.
    • The State Death Tax Manager has been updated to include changes for CT, DC, HI, ME, RI, NY & VT.
  • The Retirement Distributions Planner is now available in both a desktop application or online single user/enterprise formats. This program calculates required minimum distributions under the 2002 final regulations (as well as the 2001 proposed regs and the pre-2001 rules) from qualified plans, IRAs and Roth IRAs.