Millions of Americans participate in qualified retirement plans such as IRA, 403(b), and 401(k). Participants who have reached age 72 may be are unaware that they are required to withdraw a minimum amount from their retirement plan each year or face severe IRS penalties. Retirement plan specialists use RMD Software to provide authoritative calculations to ensure their clients do not fall victim to these complex regulations. Regulations are even more complicated with passage of the 2020 SECURE Act. See our RMD Calculation Guide for examples.
|Pre-2020 RMD Calculation||2020 RMD Calculation|
|RMD Based on Age 70½||
RMD Based on Age 72
(for planholders born after June 30, 1949)
|IMAGISOFT RMD Software will help you:|
|Help you understand the new RMD rules (See our RMD Calculation Guide)|
|Change beneficiary designations to give heirs the highest payout|
|Help your clients avoid IRS penalties|
|Help your clients ensure that their IRA won't run out of money before they die|
|Help your clients save money on income taxes each year|
|Enter and store client information into well designed, simple, input screens|
|E-mail reports to clients in Adobe's Portable Document Format (PDF)|
Web based. Client Storage. Only $240 per year.
30 day money back guarantee.
|Call 877-510-4702 to try before you buy!|
Inc. PO Box 13208 Albuquerque, NM 87192-3208
(877) 510-4702 email@example.com