Products
  •  

    ** VERSION 2020 NOW AVAILABLE!  **

    ** SECURE ACT UPDATES INCLUDED!  **

    ** ONLINE! NO DOWNLOAD NEEDED!  **

     

    Retirement Distributions LIVE  is 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, law, 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 by the SECURE Act of 2019.  This program calculates required minimum distributions under the SECURE Act of 2019, as well as 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 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.

     

  •  

    ** VERSION 2020 NOW AVAILABLE FOR DOWNLOAD!  SECURE ACT UPDATES INCLUDED! **

    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.

     

    This program calculates required minimum distributions under the SECURE ACT, as well as 2002 final regulations (as well as the 2001 proposed regs and the pre-2001 rules) from qualified plans, IRAs and Roth IRAs

     
  • **DOWNLOAD PDF NOW!**

    Denise Appleby, CISP, CRC, CRPS, CRSP, APA

    ** Updated with the Secure Act **

    -Charts and tables that summarize the IRA rules in an easy to understand and user-friendly manner.
    -Frequently asked questions and clearly written responses
    -Rollover and transfer rules for retirement accounts
    -IRA Beneficiary distribution options

    ** PLEASE NOTE: This file will be delivered to you as a link to download the  .pdf file.  There is no physical book to be delivered.**

  • A Professional’s Guide to the IRA Distribution Rules Under

    The SECURE Act
    (Includes IRS Compliance Issue)

    ** PDF DOWNLOAD NOW AVAILABLE **

    $69.95

     

    Description of Manual

    Many taxpayers have accumulated a considerable amount of assets in their retirement accounts. These assets may be in their 401(k), another type of qualified plan, a 403(b) arrangement, a 457 governmental plan, a traditional IRA and a Roth IRA.

    Estate and income tax planning are more important than ever, especially under the Secure Act, when advising a client that has substantial retirement type assets. The manual covers many of the rules that you need to know under the Secure Act for the client that has retirement assets. IRS Compliance is now a major issue in retirement distribution planning for IRA owners and IRA beneficiaries.