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  Roth IRA Conversions
  Minimum Distributions
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DLL Products
  Minimum Distributions DLL
  Pre-59½ Distributions DLL
  Tax Tools DLL

Windows Programs

 

 

 

 

 

 

 

Pre-59½ Distributions DLL

Minimum Distributions plus 72(t) Calculations DLL

This calculator provides all the functionality of the Minimum Distributions Calculator DLL, plus it adds the calculations for the " substantially equal periodic payments " needed to avoid the 10% penalty for pre-59½ distributions (also known as Section 72(t) calculations). This DLL handles all the pre-59½ distribution calculations contained in our Pension Distributions Calculator, including the following:

  • Pre-59½ Distributions:
    • Single and joint life calculations
    • All 3 methods - Annuity, Amortization, and Minimum Distribution
    • Annual, Semiannual, quarterly, and monthly distributions calculated
  • Minimum Distributions:
    • Single or joint life expectancies
    • Spousal and non-spousal beneficiaries
    • Effect of death on minimum distribution calculations
    • Spousal rollovers
    • Inherited IRAs
This package includes two separate DLLs: one for minimum distributions (which is identical to the Minimum Distributions DLL) and one for pre-59½ distributions. The pre-59½ distributions DLL includes functions to return the distribution amount for each of the methods, as well as the relevant factor (annuity factor or life expectancy) needed to calculate that distribution.


   

 
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