Products
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    ** 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.

     

  • ** 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 twelve 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.

     

  • ** VERSION 2021 NOW AVAILABLE FOR DOWNLOAD!  **

    Brentmark's Retirement Distribution Planner (RDP) (Desktop) is a detailed and robust program that calculates the required minimum distributions for several qualified plan types, such as IRA, Roth IRA, 401(k), Roth 401(k), with some key features:

     

    • Contribution streams for the plan type selected, along with the ability to choose the maximum allowed in the current year.
    • Distribution streams that can be used to pay for expenses incurred from the plan. In the years an RMD would be calculated, the program determines if the distribution entered satisfies the required amount.
    • Less than 5% Owner of a company allows the plan owner to defer RMDs until after they retire.
    • Pre-59.5 Distribution calculations also include the option to use the Amortization, Annuitization, or Minimum Distribution methods.
    • Ability to illustrate inherited plans, including spousal rollover and non-spousal beneficiaries.
    • Ability to select between the beginning or end of the year for distributions.
    • Updated for SECURE Act of 2019
    • Updated for CARES Act of 2020
    • Updated for changes to §1.401(a)(9) that go in effect 1/1/2022

    The Retirement Distributions Planner is now available in both a desktop application or our new LIVE online single user/enterprise formats.  Both versions have been updated to reflect changes made by the SECURE ACT.