Retirement Distributions LIVE | LIVE DATA | LIVE RESULTS
** VERSION 2020 NOW AVAILABLE FOR DOWNLOAD! SECURE ACT UPDATES INCLUDED! **
The Retirement Distributions Planner is now available in our LIVE online single user/enterprise formats.
This program calculates required minimum distributions under The SECURE Act, as well as 2002 final regulations (as well as the 2001 proposed regs and the pre-2001 rules) from qualified plans, IRAs and Roth IRAs.
**Version 2020.00**
- Updated for the 2020 SECURE ACT.
- We will no longer be using the BUS (Brentmark Update System) please uninstall it.
- New interface.
- Help files are on-line and updated more efficiently.
- Under Tools (top left screen) we have added a birth dates and ages report. This will allow you to scan your files and run a report for those clients who will be turning 70 1/2 or 72.
AREAS OF CALCULATION
- Investment
- Trusts
- Inflation Real Estate
- Budgeting
- Net Worth
- Financial Goals
Over 100 Calculators
- Estate Tax
- GRAT
- GRUT
- CRAT
- IDIT
- Interrelated Estate Tax
- Bypass Trust Computation
- Annual Rate of Return
- And Hundreds More…
“I have been a user of Estate Planning Tools since 1997. It is innovative yet practical, and user-friendly. It has been a great asset in helping me reach my clients’ goals.”
