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See our RMD Calculation Guide for examples of RMD calculations before and after the SECURE Act. See our SECURE Act 2.0 Test Cases that use and give descriptions of the 2023 rules. |
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Pre-2020 RMD Calculation | 2020 RMD Calculation | |
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RMD Starts at Age 70½ |
RMD Starts at Age 72 (for planholders born after June 30, 1949) |
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Add a custom logo and disclaimer for a one-time $500 fee. Here are a few examples:
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IMAGISOFT RMD Software will help you: |
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Help you understand the new RMD rules (See our RMD Calculation Guide) | |
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Give your clients an authoritative report with an accurate RMD calculation | |
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Securely enter, store, and retrieve client RMD information (see License Agreement Confidential Information) | |
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Help your clients save taxes, avoid IRS penalties, and ensure their IRA doesn't run out of money | |
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Keep in touch with clients by emailing RMD reports annually | |
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Web based. Secure Client Storage. Only $240 per year.
30 day money back guarantee. |
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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
Copyright 2023, ImagiSOFT, Inc. All Rights Reserved License Agreement and Privacy Policy |