Use the Quick Calcs menu to quickly perform calculations for:
State Death Tax Manager: The State Death Tax Manager is part of the program that is included in this piece of software. Use this menu choice to access it to keep your state death tax information up to date. The State Death Tax Manager also performs illustrations of federal and state death taxes.
Pre-59½ Distributions: Select Pre-59½ Distributions to access the Pre-59½ Distributions Calculator. If you are only interested in pre-59½ distributions, you don’t have to enter any information in the rest of the software. Everything (including printing reports) can be done from this choice.
Roth IRA Conversion Optimizer: Select Roth IRA Conversion Optimizer to have the program analyze one of your alternatives to calculate the optimum single-year conversion amount. This is extremely useful for looking at 2010 conversions.
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