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One of Brentmark's most popular programs is the Retirement Plan Analyzer. This $595 program offers exhaustive coverage of retirement plan distribution planning issues including income tax and estate tax considerations. This program is most suitable for planners focusing on most aspects of retirement plan distribution planning for qualified plans, ordinary IRAs, Roth 401(k)s, and Roth IRAs (including conversions). The program handles life insurance and donee exclusion gifting as well as virtually any distribution scenario. This is the program used by and recommended by numerous retirement planning experts.
The program currently includes detailed coverage of all the significant factors which should be considered in evaluating a Roth IRA Conversion. All the factors discussed in the article on Five Financial Features that Make a Roth IRA Conversion So Attractive are fully reflected in the software.
The Retirement Plan Analyzer is available for $595 plus $7 shipping. You may also order now and download the program immediately for only $570.
If one is looking at doing a Roth IRA conversion primarily to use the Roth IRA as a wealth accumulation device, the question will often become whether it makes sense to convert the entire balance of the existing IRA to a Roth IRA. However, if one must use the retirement funds for retirement income, the question is more likely to become one of what portion of the existing IRA funds should be converted to a Roth IRA. The Retirement Income Navigator software may be used to help determine this allocation. The authors (Roger & Kevin Katzenmaier) of the software have written an article on this use of the program: How Much Do You Need in a Roth IRA to Achieve All of Its Benefits?. Be sure to also check out the rest of their Retirement Income Navigator web site. The software is available for $299 from Brentmark Software.
Brentmark Software, Inc.
3505 Lake Lynda Drive, Suite 212
Orlando, FL 32817-8327
Phone: 1-800-879-6665 or 407-306-6160
Fax: 407-306-6107
Internet: http://www.brentmark.com