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72(t)
- Single Year RMD Only
- Single Year & Multi-Year Projection
- Provides Reverse Quick Calc To Determine Given IRA Balance Necessary To Provide A Specific Annual 72t Distribution
- Can use 2 ROIs in illustration
- 120 Federal Mid-Term Rate
- Anticipated Account ROI
- Allows For Recalculation Of Amortization and Annuitization Method Yearly
- Can illustrate a Switch To Yearly 72(t) RMD Method To Start In A Future Year Of The 72(t) Period
Required Minimum Distribution (RMD)
- Client & Spouse Single Year RMD
- Client & Spouse Current Year and 20 Year RMD Projection & Graph
- Client , Spouse & Beneficiary Yearly Disbribution Projection
- ROI
- Contributions
- Spending
- Tax Rates
- Inherited RMDs
- Non-Spouse Beneficiary
- Spouse Beneficiary
- Successor Beneficiary
- Qualified Trust Beneficiary
- Estate / Non-Qualified Trust Beneficiary
- Client , Spouse & Beneficiary Yearly Disbribution Projection