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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

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

Stretch Modules

  • Traditional IRA, Roth IRA or Non-Qualified Annuity
      • ROI
      • Contributions
      • Spending
  • 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
  • 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)

Non-Stretch Modules

  • 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
    • Filing Status
    • Tax Bracket Rates
    • State & Local Taxes
    • Tax Bracket Indexing
    • Other AGI
    • 7 Conversion Options
    • (Can Function As A Sophisticated Roth Conversion Analyzer)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
  • 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.