Retirement Distributions Planner

|||Retirement Distributions Planner
Retirement Distributions Planner2020-01-28T03:49:09-05:00
Retirement Distributions Planner

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

SECURE Act Updated


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.

**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


  • 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 LIVE

  • RMD schedule
  • 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
  • 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