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RMD - SEPP - Stretch Retirement Plan Calculator for Windows

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Used RMD - SEPP - Stretch Retirement Plan Calculator for Windows?

Editors’ Review

Download.com staff
ImagiSOFT's retirement software assists financial professionals with qualified retirement plan requirements. It generates RMD reports and includes a SEPP calculator for early distributions. This tool supports IRA, 403(b), and 401(k) planning.

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  • Pros

    • Supports multiple qualified retirement plan types (IRA, 403(b), 401(k)).
    • Generates Required Minimum Distribution (RMD) reports.
    • Includes a Substantially Equal Periodic Payments (SEPP) calculator.
    • Specifically designed for CPA's and financial planners.

  • Cons

    • Lacks advanced investment or contribution planning features.
    • Does not mention tax optimization beyond distributions.
    • No stated integration with other financial platforms.
    • No direct features mentioned for end-client use.
Icon of program: RMD - SEPP - Stretch Reti…

RMD - SEPP - Stretch Retirement Plan Calculator for Windows

Download now

Used RMD - SEPP - Stretch Retirement Plan Calculator for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
2005.1.0
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 2000
  • Windows 10
  • Windows ME
  • Windows NT
  • Windows 98
  • Windows XP
Additional Requirements
Windows 98/Me/NT/2000/XP
POPULARITY
Total Downloads
1,901
Downloads Last Week
0
Report Software

Last Updated

User Reviews

5/5

1 User Votes

Developer’s Description

By ImagiSOFT
Learn requirements of qualified retirement plans IRA, 403(b), and 401(k).

Retirement Software: RMD, 72(t), and Stretch IRA generates a report for customers who must take Required Minimum Distributions from their IRA. Also those who want to receive distributions prior to age 59 1/2 need the Substantially Equal Periodic Payments (SEPP) calculator. Ideal for CPA's and financial planners.

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