** VERSION 2020.10 NOW AVAILABLE FOR DOWNLOAD! SECURE Act and CARES Act UPDATES INCLUDED! **
The Retirement Plan Analyzer evaluates various strategies of taking distributions from traditional IRAs, Roth IRAs, Roth 401(k)s and other qualified retirement plans. One of the most desired features of the Retirement Plan Analyzer is the Roth IRA conversion feature, used for comparing and evaluating conversions to a Roth IRA. Roth IRA conversions in any one or multiple years may be modeled. This is Brentmark’s most comprehensive retirement program.
***New Features of our 2020.10 Update***
- SECURE Act features.
- CARES Act features.
- 2020 Income and Estate Tax adjustments have been added.
- The State Death Tax Manager has been updated to include the latest State Death Tax Manager Data File released on 01/20/2020.
- Changes were made to include 2020 adjustments for NY, HI, ME, and RI.
- Changes made to other states after 01/20/2020 can be downloaded within the program, once a new file is available.