72(t)

  • Single Year RMD Only
    • View 72t RMD Only Demo Form
    • View 72t RMD Only Sample Report
  • Single Year & Multi-Year Projection
    • Provides A Quick Calc To Determine the IRA Balance Required To Provide A Specific Annual 72t Distribution
    • Can use 2 ROIs in illustration
      • 120 Federal Mid-Term Rate
      • Anticipated Account ROI
    • Allows the Recalculation Of Amortization and Annuitization Method Annually
    • Can illustrate a Switch To Yearly 72(t) RMD Method To Start In A Future Year Of The 72(t) Period
    • View 72t Demo Form
    • View 72t Sample Report

Required Minimum Distribution (RMD)

  • Client & Spouse Single Year RMD
    • View Single RMD Demo Form
    • View Single RMD Sample Report
  • 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
        • View Inherited Non Spouse Demo Form
        • View Inherited Non Spouse Sample Report
      • Spouse Beneficiary
        • View Inherited Spouse Demo Form
        • View Inherited Spouse Sample Report
      • Successor Beneficiary
        • View Inherited Successor Beneficiary Demo Form
        • View Inherited Successor Beneficiary Sample Report
      • Qualified Trust Beneficiary
        • View Inherited Qualified Trust Demo Form
        • View Inherited Qualified Trust Sample Report
      • Estate / Non-Qualified Trust Beneficiary
        • View Inherited Estate Demo Form
        • View Inherited Estate Sample Report

Stretch Modules

  • Traditional IRA, Roth IRA or Non-Qualified Annuity
      • ROI
      • Contributions
      • Spending
      • View Stretch IRA Demo Form
      • View Stretch IRA Sample Report
      • View Stretch Roth IRA Demo Form
      • View Stretch Roth IRA Sample Report
  • Traditional IRA & Roth & NQual Accounts Combined w/Detailed Tax Calcs
    • Filing Status
    • Tax Bracket Rates
    • State & Local Taxes
    • Tax Bracket Indexing
    • Other AGI
    • Client and Spouse Income Needs
    • View Stretch Illustration Demo Form
    • View Stretch Illustration Sample Report
  • Comparative Traditional IRA & Roth & NQual Accounts Combined w/Detailed Tax Calcs
    • Filing Status
    • Tax Bracket Rates
    • State & Local Taxes
    • Tax Bracket Indexing
    • Other AGI
    • 7 Conversion Options
    • (Can Function As A Sophisticated Roth Conversion Analyzer)
    • View Stretch Comparative Demo Form
    • View Stretch Comparative Sample Report