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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

  • Traditional IRA, Roth IRA or Non-Qualified Annuity
  • 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

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

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