Retirement Distributions Planner

|||Retirement Distributions Planner
Retirement Distributions Planner2019-03-13T11:55:50+00:00
Retirement Distributions Planner

Retirement Distributions Done Right with Our Easy-To-Use Software

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.

**Version 2019.00**

  • 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.
Learn More

TYPES OF PLANS

  • IRA
  • 401(k)
  • Roth 401(k)
  • Roth IRA
  • <5% owner -401(k) or 403 (b)

  • Inherited IRA
  • Inherited Roth IRA

Key Features of Retirement Distributions Planner

  • RMD schedule
  • 72t provides you with three ways to calculate “substantially equal periodic payments” that need to be taken in order to avoid the 10% penalty
  • handles up to five beneficiaries

  • models death of plan owner
  • spousal rollover
  • distributions of IRA assets at beneficiary level
  • reports in numerical and graphical form
  • updated to maintain compliance with all new laws and regulations
  • easy downloadable updates come right to your email with a one-click install

“There are those special clients with seven figure portfolios; this program will project the rates of return and the equal periodic payments needed for penalty-free pre 59½ distributions. It shows you exactly what you need.”

Gary P. Kallio, CFP, Kallio Insurance & Financial Services, Bothell, WA
Estate Planning Tools Software

Contact Brentmark Today

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