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Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software; informational web sites (such as NewRMD.com, RothConversions.com and previously, RothIRA.com and Roth401k.com).
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Allows you to easily organize and manage a client's savings bond portfolio. It makes retitling bonds a simple task since it automatically fills in and prints the government's reissue forms including Forms 1851, 1938, 5387, 1455
Estate Planning QuickViewv. 2009.01 was released on 3/23/09.
Charitable Financial Plannerversion 2010.00 was released on 7/19/10.
Kugler Estate Analyzer - The program handles comprehensive estate planning using a building blocks approach.
Retirement Distributions Planner
Product From Brentmark Software, Inc.Retirement Distributions Planner. The program was previously known as the Pension Distributions Planner. The program offers exhaustive treatment of required minimum distributions and pre-59½ distributions. The program handles up to five beneficiaries either after the death of the plan owner or after the death of a spouse after a spousal rollover. Reports show annual distributions and the life expectancy for each beneficiary as well as total distributions to each beneficiary and yearly distributions to all beneficiaries. The
Estate Planning Tools includes over 100 estate and financial planning models.
Retirement Plan Analyzer includes comprehensive Roth IRA conversion features.
