Welcome to the Retirement Plan Analyzer (RPA)

[Kathleen Reynolds]

#4473

Retirement Plan Analyzer allows you to compare various evaluation strategies of taking distributions via:

• Traditional IRAs
• Roth IRAs
• 401(k)
• Roth 401(k)

(RPA) Retirement Plan Analyzer (Desktop) also includes optimization algorithms & customizable modifications:

• 0-100% Conversion In a Single Year
• Spread Over Years

Comparison & Evaluation Strategies:

• Roth IRAs To Traditional IRAs
• Many More

Features also include:

• Estate Tax
• The SECURE Act
• The CARES Act
• Income Inflation Adjustments
• State Death Tax Manager

Click a link to find out more information:

• Quick Start Menu
• Navigating the Program (RPA)
• Quick Case Entry – Case Analyzer
• Pre 59½ Calculations
• Printing
• View Reports and Graphs
• Roth IRA Conversions

Click a link for sample reports:

• Inherited Report
• Insurance
• Roth Conversion

Click a link for legislative information:

• IRS Notice 2022-06 (SEPPs)
• SECURE Act of 2019
• CARES Act of 2020

 

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