Retirement Distributions LIVE
  • Retirement Distributions LIVE (Web App)
    $199.00

     

    ** VERSION 2021 NOW AVAILABLE!  **

    ** §1.401(a)(9) TABLE UPDATED FOR 2022+   |   ** SECURE ACT UPDATES INCLUDED!  **

    **  THIS PROGRAM IS DELIVERED ONLINE!  **
    **  NO DOWNLOAD OR UPDATES NEEDED!  **

     

    Retirement Distributions LIVE available for the special introductory price of $199 for a single, individual, initial license.  After the first 6 months, it is billed annually at a reduced price of $149.

    No more updates to chase!  All updates to the programs or new regulations, laws, or policy changes are automatically updated to the server.  You are always using the most current update!  This program is delivered online via the web.  All updates are automatically made to the server.  You will always be using the most recent published version.

    The program generates high-quality reports and full color 3D graphs that analyze and compare the different models.

    Retirement Distributions LIVE has been updated to reflect changes made to the §1.401(a)(9) table released 11/2020. The program also was updated for the SECURE Act of 2019.  This program calculates required minimum distributions under the SECURE Act of 2019 and 2002 final regulations (as well as the 2001 proposed regs and the pre-2001 rules) from qualified plans, IRAs, and Roth IRAs.

    The Retirement Distributions LIVE is also now available for single user/enterprise formats.

     

Description

** VERSION 2021 NOW AVAILABLE!  **

** §1.401(a)(9) TABLE UPDATED FOR 2022+   |   ** SECURE ACT UPDATES INCLUDED!  **

**  THIS PROGRAM IS DELIVERED ONLINE!  **
**  NO DOWNLOAD OR UPDATES NEEDED!  **

Retirement Distributions LIVE available for the special introductory price of $199 for a single, individual, initial license.  After the first 6 months, it is billed annually at $149.  No more updates to chase!  All updates to the programs or new regulations, laws, or policy changes are automatically updated to the server.  You are always using the most current update!

A connection to the Internet is required.

We guarantee your satisfaction with a 30-day money-back guarantee.

Screen Shots

Brentmark, Inc. | RDL - Life Expectancy Tables             

Version History

2021.00: 2/25/2021

  • Updated to reflect the changes to the §1.401(a)(9) table, which is used to calculate Required Minimum Distributions (RMDs).  This change goes into effect on 1/1/2022 and will impact almost all of the RMD calculations.
  • A new tool for the Life Expectancy tables was added.  Clicking on this menu item will now load a screen that will allow you to select between the single, uniform, and joint life expectancy tables either under the new §1.401(a)(9) rules (2022+) or under the old rules (2002-2021).

2020.10: 10/5/2020

  • Trust model: added the input "Is Spouse Sole Beneficiary."  This allows trusts that have a spouse as the beneficiary to have the distributions recalculated under those rules.
  • File Filter: When importing files, a filter was placed on the files shown to only include ".rdp" web files. 
  • SECURE Act Exempt case - when the non-spouse beneficiary is no more than 10 years younger.  For the owner's birth date, the input expects a full birthdate in the format MM/DD/YYYY.  For the beneficiary's birthdate, only the birth year is shown in the format YYYY.  In the prior version, a conservative approach was taken such that if the difference between the owner's birth year and the non-spouse's birth year was less than 10, the beneficiary was exempt.  Anything outside of this range, it was assumed that the beneficiary was not exempt.  In 2020.10, a new input has been added, and will only be displayed, for the case where the difference between birth years is exactly 10: "Is the beneficiary more than 10 years younger?"  When this answer is "No," the beneficiary is exempt, and "Yes" means the beneficiary is not exempt.   This impacts the Spouse, Non-Spouse, and Trust models.

Version 2020.00: 1/10/2020

  • Initial release with SECURE Act changes