Retirement Distributions Done Right with Our Easy-To-Use Software
** VERSION 2020 NOW AVAILABLE FOR DOWNLOAD! SECURE ACT UPDATES INCLUDED! **
The Retirement Distributions Planner is now available in BOTH a desktop application or 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.
Updated for the 2020 SECURE ACT.
We will no longer be using the BUS (Brentmark Update System) please uninstall it.
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.
72(t) 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
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