72(t)

  • Single Year RMD Only
  • 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)

Stretch Modules

Non-Stretch Modules

  • Traditional IRA & Roth & NQual Accounts Combined w/Detailed Tax Calcs
  • Comparative Traditional IRA & Roth & NQual Accounts Combined w/Detailed Tax Calcs

    Roth Conversion Specific Modules

    • Retirement Income Comparison
      • No Conversion
      • Roth Conversion with Taxes Paid from Savings
      • Roth Conversion with Taxes Paid From IRA
      • Summary Income & Detail Ledgers
    • Retirement Yearly Net Account Value Comparison
    • Stretch (Retirement & Generational) Yearly Net Account Value Comparison
    • View Demo Form
    • View Sample Report

    Advanced Retirement & Generational Planning Module

    • Traditional IRA & Roth & NQual, Insurance (1st & 2nd To Die Accounts)
      • ROI
      • Contributions
      • Spending
      • Tax Rates
      • State & Local Taxes
      • Other Assets
      • Client & Spouse Unified Credits
      • Election to Sunset Provisions of the New Tax Law Options

    * Functionality Will Vary Between Desktop and Cloud Modules. Cloud Modules May Include A Monthly Fee.