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

    ** VERSION 2021.00 NOW AVAILABLE FOR DOWNLOAD! **

    ** CHANGES TO §1.401(a)(9) TABLES EFFECTIVE 1/1/2022 INCLUDED! **

    ** 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.

     

Description

Retirement Plan Analyzer allows you to compare various evaluation strategies of taking distributions via:

  • Traditional IRAs
  • Roth IRAs
  • 401(k)
  • Roth 401(k)

(RPA) Retirement Plan Analyzer (Desktop) also includes optimization algorithms & customizable modifications:

  • 0-100% Conversion In a Single Year
  • Spread Over Years

Comparison & Evaluation Strategies:

  • Roth IRAs To Traditional IRAs
  • Many More

Features also include:

  • Estate Tax 
  • The SECURE Act
  • The CARES Act
  • Income Inflation Adjustments
  • State Death Tax Manager

COMING SOON: §1.401(a)(9) Update

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 2021.00 (Released 03/26/2021)

    • §1.401(a)(9) Table:  This table has been updated to reflect the changes for 2022+. This includes the redetermination calculation for non-spousal beneficiaries during the transition time (if they are inheritors in 2021 or before - it will recalculate in 2022).
    • Income Tax Adjustments for 2021 are now included.
    • Estate Tax Adjustments for 2021 have also been included.
    • View Reports and Graphs Window: The Recommended Reports have been updated to include several commonly used reports.
    • Print Window: The tab selection now includes the Recommended Reports tab, which displays the same report suggestions from the View Reports and Graphs window.
    • Case Analyzer Window:  The beneficiary information only contained the Birth Year for each beneficiary. It now matches the same input structure (full birthdate) in the Client Inputs section of the program. 
    • Quick Client Input Screen:  Using the "Edit" menu to enter "Client Information" only contained the Birth Year for each beneficiary. It now matches the same input structure (full birthdate) that appears in the Client Inputs section of the program.  
    • Net Distributions Presentation Report:  There was an issue if the number of years of the analysis resulted in a final year for which the 10-year rule (SECURE Act) had not completed. A workaround was to use the computed number of years instead of manually entering the number of years. This issue only impacted this report.
    • UI/UX Experience: Several minor cosmetic changes were made to the program to enhance the user experience (boldness, font consistency, etc.).

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

Pricing

Pricing Disclaimer PDF

All Desktop products require the initial purchase of the software and the annual maintenance service fee to remain active and operable. The maintenance service allows your software license to stay current and receive updates, new features, legislative and tax law changes, bug-fixes, etc.  Expiration or lapse of your annual maintenance service fees could result in the requirement to purchase a new license of the software. 

 

The pricing includes the initial purchase of one (1) software license and six (6) months of complimentary maintenance service.  At the expiration of this complimentary maintenance service period (6 months from the date of initial purchase), you will be charged for the first year of annual maintenance service.  Your next fee will be assessed exactly one (1) year later and every year after that for your yearly maintenance service.

 

 

PRICING SCHEDULE

Software License of Brentmark Product (1) 

Included In Initial Purchase

Complimentary Maintenance Service (6 Months)

Included In Initial Purchase

1st Annual Maintenance Service

Billed 6 Months After Initial Purchase

2nd Annual Maintenance Service

Billed 1 Year from 1st

Annual Maintenance Service

Additional Annual Maintenance Service

Billed Yearly from Date of 1st

Annual Maintenance Service

 

 

 

Pricing of Brentmark's products is subject to change without notice.  While we make every effort to provide you the most accurate, up-to-date information, occasionally, one or more items on our website may be mispriced.  If a product listed is an incorrect price due to typographical, photographic, or technical error or error in pricing information received from our partners or suppliers, Brentmark, Inc. shall have the right to refuse or cancel any orders placed for the product listed at the incorrect price.

 

If an item's correct price is lower than our stated price, we will notify you of the price error and order cancellation. You may also choose to receive a refund for the difference in the correct price, and the erroneous price you were charged, or alternately have your order canceled and charged the correct price.

 

Should you have additional questions please Submit a Support Ticket.