72t SEPP Software - 72t SEPP Calculator
72t SEPP IRA Software - 72t SEPP Calculator
 

Millions of people who have not yet reached age 59 1/2 would like to get their hands on some of the money they have accumulated in their qualified retirement plan -- without paying the 10% tax penalty. They may have lost their job due to "downsizing," be in poor health, or do not want to wait until until they are "too old" to retire.

Chapter 3 of Thomas F. Streiff and David Shapiro's excellent book, Distributions from Qualified Plans (Dearborn Press, 2002), lists the exceptions to the 10% penalty tax, including death, disability, higher education expenses, and substantially equal periodic payments over the planholder's lifetime. For obvious reasons, Section 72(t) of the IRS code, and the October 3, 2002 guidelines from Revenue Ruling 2002-62, generally provide the most practical method to receive distributions prior to age 59 1/2 from a qualified retirement plan and avoid the 10% tax penalty.

IMAGISOFT 72(t) Software will help you:

  72(t) Software - Substantially Equal Payments, 72t, SEPP accurately calculate three IRS methods: the RMD, Fixed Amortization and Annuitization, using the IRS tables
  72(t) Software - Substantially Equal Payments, 72t, SEPP look up the 120% Mid-Term AFR - Approved Federal Rate
  72(t) Software - Substantially Equal Payments, 72t, SEPP provide your clients with accurate, easy to understand, printed reports
  72(t) Software - Substantially Equal Payments, 72t, SEPP enter and store client information into well designed, simple, input screens
  72(t) Software - Substantially Equal Payments, 72t, SEPP e-mail reports to clients in Adobe's Portable Document Format (PDF)
  72(t) Software - Substantially Equal Payments, 72t, SEPP help your clients avoid massive IRS penalties / private letter ruling fees
     

  Corporate Users include Waddell & Reed, Protective Life, Conseco, Oxford Life, and Genworth Financial

  Click here to order on our secure server The annual cost for this software is only $130.00 with a 30 day money back guarantee.
Company licenses of 50 or more units available.
  72(t) Software Try before you buy! Click the image to the left to install fully functional 72(t) SEPP Software that does everything except print.
Requires Windows 8, 7, XP, 98, or NT.

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