For Ordinary IRAs, this includes single and joint life expectancies with both the automatic refiguring of life expectancies and term certain methods. Spousal and nonspousal beneficiaries are handled with the MDIB rules for non-spousal beneficiaries handled automatically. For Roth IRAs, required minimum distributions are properly based on the required single life expectancy term certain method. For spousal beneficiaries, a spousal rollover is automatically handled. As complicated as all this sounds, the program easily handles these issues with simple selections.
Most input is performed on one input screen.
A built-in income tax calculator calculates appropriate income tax rates. You also have the option of entering Adjusted Gross Income values for even more precise analysis. All calculation results may be adjusted for inflation by checking one box. The program to use for many estate valuation issues. Updates T hese four programs do not have maintenance coverage available.