Calculators Click on the icon to launch the chosen calculator. The ability to save and load files, print reports, andd find usage information is found within each calculator.
Data Files Because of the differences between the classic desktop and the web version, they do not use the same data file. The web version uses the default download/file locations of your internet browser as its default locations for saving and loading files.
To view the Owner RMD Calculator, click here.
To view the SEPP models, click here and here.
To view the Spouse Beneficiary Calculator, click here.
To view the Non-spouse Beneficiary or Inherited Calculator, click here.
To view the Trust Beneficiary calculator, click here.
To view the Estate Beneficiary calculator, click here.
To view the Life Expectancy Tool, click here.
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