Retirement Distributions LIVE

|Retirement Distributions LIVE
Retirement Distributions LIVE2020-01-28T03:49:46-05:00
Retirement Distributions LIVE

Retirement Distributions LIVE  |  LIVE DATA  |  LIVE RESULTS

SECURE Act Updated

** 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.
Learn More

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.”

Charles Sarowtiz, Sarowiz Milito & Co., Brooklyn, NY
Estate Planning Tools Software

Contact Brentmark Today