** VERSION 2020 NOW AVAILABLE FOR DOWNLOAD! SECURE ACT UPDATES INCLUDED! **
The Retirement Plan Analyzer evaluates various strategies of taking distributions from traditional IRAs, Roth IRAs, Roth 401(k)s and other qualified retirement plans. One of the most desired features of the Retirement Plan Analyzer is the Roth IRA conversion feature, used for comparing and evaluating conversions to a Roth IRA. The program allows you to show a 100% conversion or conversions over several years. This is Brentmark’s most comprehensive retirement program.
***New Features of our 2020 Update***
- SECURE Act Updated.
- 2020 Income and Estate Tax adjustments have been added.
- The State Death Tax Manager has been updated to include changes the most currently released updates.