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.
- 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.