Social Security Software - Social Security Calculator
RMD Software - RMD Calculator
 


Your clients who have reached age 72 and have IRA or 401(k) plans have an urgent reason to meet with you early in 2022: The Required Minimum Distribution rules have changed, and many websites and RMD letters from financial institutions will dispense outdated information. Don't wait for your clients to call you when they receive conflicting information -- set appointments with them now. (Be sure to order the software first.)

Use ImagiSOFT's RMD Software to provide your clients with authoritative RMD calculations. This opportunity will allow you to:

  • review their IRA accumulation balances
  • ask clients about asset reallocation
  • determine if their beneficiary designations are still current
  • and discover whether they have other assets they want to place with your firm
This web page, and ImagiSOFT's RMD Software will give you everything you need to stand out from financial advisors who have not kept current.

See our RMD Calculation Guide for examples of RMD calculations before and after the SECURE Act.


  Pre-2020 RMD Calculation 2020 RMD Calculation
  pre-2020 RMD Calculation 2020 RMD Calculation
  RMD Starts at Age 70½ RMD Starts at Age 72
(for planholders born after June 30, 1949)
 


Lower RMD Factors Beginning 2022. On November 12, 2020 the IRS released a 31-page Final Regulation titled "Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions" that is effective January 1, 2022. ImagiSOFT's RMD calculator now uses these new factors, but also supports prior-year factors and formulas. See the sample 2022 RMD report. The line "Divided by factor from 2022 IRS Uniform Lifetime Table for age 73" tells you the year of the IRS Table (the earlier table is 2002), the name of the table, and the income factor.

  IMAGISOFT RMD Software will help you:
  RMD Software  - IRA Required Minimum Distributions Help you understand the new RMD rules (See our RMD Calculation Guide)
  RMD Software  - IRA Required Minimum Distributions Give your clients an authoritative report with an accurate RMD calculation
  RMD Software  - IRA Required Minimum Distributions Securely enter, store, and retrieve client RMD information (see License Agreement Confidential Information)
  RMD Software  - IRA Required Minimum Distributions Help your clients save taxes, avoid IRS penalties, and ensure their IRA doesn't run out of money
  RMD Software  - IRA Required Minimum Distributions Keep in touch with clients by emailing RMD reports annually
     


  Click here to order on our secure server Web based. Secure Client Storage. Only $240 per year.
30 day money back guarantee.
  RMD Software Call 877-510-4702 to try before you buy!
ImagiSOFT Inc.  PO Box 13208  Albuquerque, NM 87192-3208   (877) 510-4702  tech.support@imagisoft.com
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