This is the ideal tool for the pension professional. It
is designed to evaluate pension and profit-sharing distribution
strategies:
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Computes an almost unlimited
number of alternatives under methods such as discretionary
or attained age
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Includes minimum distribution
rules
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Prints comparative graphs and
many reports
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Updated for latest tax law changes
Changes in Retirement Plan Analyzer 2009.02
(It is recommended that all users of prior versions update to v. 2009.02)
- Numerous changes have been made to the Case Analyzer feature (particularly the Inherited IRA Analysis).
- The Growth Rates input had its default value changed to 6%.
- Improvements have been made to the Asset Comparison Report and the Net Distributions Report.
- Numerous other changes have been made to the program.
- AFRs updated through 2/2010
Changes in Retirement Plan Analyzer 2009.01
- Roth IRA Conversions: On the Taxes screen with Income Tax Rates checked, the Tax Rate During Conversion input was only being used for the conversion year. This has been changed for cases in 2010 where the income tax liability is spread out to 2011 and 2012, the conversion rate is also used for those years.
- In some cases, AFR downloads weren't being performed. This has been corrected.
- For the Case Analyzer, the message to save inputs before exiting was not always being generated as appropriate. This has been corrected.
- AFRs updated through 1/2010.
- Changes were made to various reports and a number of other changes were made.
Changes in Retirement Plan Analyzer 2009.00
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The program now begins with a Quick Start Menu.
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A new Case Analyzer feature has been added. This feature helps you to quickly do several analyses: Roth IRA Conversion, Roth IRA Conversion with Social Security, Stretch IRA Naming Beneficiary and Inherited IRA. New cases will be added in future releases.
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The Insurance screen has a number of changes. There is a new input, Pay Income Taxes from Other Assets. If unchecked, the same Fund that pays premiums is used. The input for Death Benefit Includable in Estate of has a selection of Owner and, when appropriate, a Spouse selection. If neither Owner nor Spouse is selected, then Out of Estate is assumed. The inputs for Year Premium Must be Paid and Years of Benefit Coverage now include a Calculate button with three choices: Owner’s Lifetime, Until Second Death, and Entire Analysis.
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On the Income, Expenses, Contributions, Distributions screen, the window for Add Income adds a new Spend selection for the input Select Where to Invest Income. In effect, this eliminates the income added, buts uses the value for AGI purposes only.
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On the Taxes screen, you can now enter a custom rate for future income tax brackets by unchecking the input for Use Inflation Rate for Tax Brackets.
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The Input Assumptions window, which may be accessed from the Edit Menu, is now directly linked to from a number of various screens.
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The State Death Manager and its state death tax data file have been updated.
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The AFR rates have been updated through 11/2009.
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Numerous other changes have been made.
View full version history. (Includes versions prior to 2009.xx)
As is the case with all Leimberg and LeClair Inc. software, Retirement Plan Analyzer comes with
a 30-day, "no-questions asked" 100% money-back guarantee.
Please call 610 924 0515 (to place a phone order)
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