72t Distribution Software v5.0.0

Our premiere planning tool, 72t Distribution Software, is used throughout the investment industry due to its straight forward approach and time saving features. It is used by financial planners, investment advisors and certified public accountants. Download a free trial now.

Substantially Equal Periodic Payment (SEPP) plans, 72t distributions, can be calculated and analyzed quickly under either Revenue Ruling 2002-62 or IRS Notice 89-25 guidelines.

Our 72t Distribution Software enables the investment professional to provide the most optimal planning service, regarding SEPP distributions, to their clients quickly and easily.

Import the highest IRS approved interest rate directly from the Internet. This interest rate is in accordance with Revenue Ruling 2002-62, the latest distribution guidelines. This feature alone will save you valuable time.

Beginning on 1/1/2003, all new SEPP plans established must use Revenue Ruling 2002-62 distribution guidelines. Revenue Ruling 2002-62 guidelines are our default guidelines. If you need to use IRS Notice 89-25 distribution guidelines, you may select to use those guidelines from the menu.

Print a comprehensive 72t distribution report or a 72t distribution summary report. The reports are client-friendly and you may personalize it by adding a custom footer as well.

Distribution Summary View Larger	Projected Values - List View View Larger
Import AFR View Larger	Distribution Report View in Abobe Acrobat

Import the highest IRS approved interest rate directly from the Internet. This interest rate is in accordance with Revenue Ruling 2002-62, the latest distribution guidelines.

Revenue Ruling 2002-62 is the latest distribution guidelines. Beginning 1/1/2003, all new plans must be established under Revenue Ruling 2002-62 guidelines. This is our default setting.

IRS Notice 89-25, distribution guidelines for plans established before 1/1/2003. You may easily select to use these guidelines from the menu bar.

Projects the year-end values for the minimum distribution, amortization and annuitization methods throughout the entire distribution period.

The list view will allow you to retrieve detailed projected values for each year in the distribution period.

The graph view (line graph) will allow you to compare the projected values of all three distribution methods at the same time.

Print a comprehensive distribution report which includes the projected values throughout the distribution period.

Print a distribution summary report. This report is a one page overview of the entire distribution plan.

Add a custom footer to personalize each report.