Retirement Plan Analyzer
  • Retirement Plan Analyzer (Desktop App)
    $595.00

    ** VERSION 2020.11 NOW AVAILABLE FOR DOWNLOAD!  SECURE ACT AND CARES 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.  Roth IRA conversions in any one or multiple years may be modeled. This is Brentmark’s most comprehensive retirement program.

Description

** VERSION 2020.11 NOW AVAILABLE FOR DOWNLOAD! **

** SECURE ACT AND CARES ACT UPDATES INCLUDED! **

Download now!

Retirement Plan Analyzer is priced at $595 for a single initial license, including six months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $185 for a single license.

A current desktop version of Windows is required.

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

For multiple licenses or enterprise licensing, please call 803-781-9595.

 

Screen Shots

RPA Main Screen   Alternatives Run 4 at the same time   Taxes AGI Method   Taxes Entered Rates   Estate Tax   Conversions - Different ways to enter   Conversion Optimization   Add Income, Expenses, Distributions or Contributions   Donee Gifts   Income, Expense, Contribution, Distribution input   Lots of Reports to choose from   2nd set of reports (out of 4)

Version History

Version 2020.11 (Released 06/11/2020)

  • Non-spouse beneficiaries now use a full birthdate, instead of just the year (required for rule where beneficiary is no more than 10 years younger than owner).
  • Improved Installation functionality
  • Bug fix: When Spouse is named beneficiary but does not Rollover the IRA, 10 year rule when spouse dies was not in effect when the spouse dies after 2019.
  • When multiple non-spouse beneficiaries are entered, and separate accounts is not designated, the software uses the conservative approach that if just one beneficiary does not qualify as exempt, then none qualify (using the Oldest Beneficiary).

Version 2020.10 (Released 04/17/2020)

  • CARES Act Update - allows for user to select to skip 2020 RMD or calculate it
  • Fixed an issue with a 3d chart not rendering in a PDF
  • AFR optimization when retrieving the file from Brentmark server
  • Fixed an issue where the plan owner dies before 2020, and the beneficiary (non spouse, or spouse that does not rollover) also dies prior to 2020.

Version 2020.00 (Released 01/27/2020)

  • SECURE Act Update.
  • All beneficiaries have new inputs for disabled, legal minor child
  • On the 'Assumptions' popup, added the ability to amortize the 10 year payout or pay full in 10th year. 
  • 2020 Income and Estate Tax adjustments have been added.
  • The State Death Tax Manager has been updated to include the latest State Death Tax Manager Data File released on 01/20/2020.
  • Changes were made to include 2020 adjustments for NY, HI, ME, and RI.
  • Added Brentmark News Channel
  • Several minor other changes