August 5, 2010

Retirement Distributions Planner

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... Read more »

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 Retirement Distributions Planner may be licensed for $249 (or download now for $224) with six months maintenance coverage included.  After the first six months, optional annual maintenance coverage is priced at $79.  The program requires Windows 98 or later.  The current user manual is available for download in PDF file format.  Now available: Case Studies and Sample Reports

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