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Supports
traditional IRAs, Roth IRAs, Coverdell ESAs, SIMPLE-IRAs, and Self-Directed IRAs
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Also supports Health Savings Accounts (HSAs)
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Complete stand-alone design
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Modular for easy updating
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Generates complete managerial reports, with four level security, plus complete documentation and support
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Performs
interest accrual functions for fixed and variable savings and time deposit accounts. Supports first and last day accrual.
Contains a generous set of supporting accrual and accounting reports.
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Generates various customer notices : Interest Earned, Renewal, Maturity, etc.
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Creates
customer mail-merged correspondence. These letters/mailing labels can be produced for those turning age 70½,
those age 70½ and older, and those who have an outstanding RMD amount. The correspondence can be modified with the
included word processor
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Optional Host to IRAAD™ interface - call for quotation
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Calculates minimum distributions
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Processes government reports to the IRS (5498 and 1099-R)
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Generates the CESA Forms 5498-ESA and 1099-Q
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Generates the IRS Forms 5498-SA, 1099-SA and 8851 for SA Accountholders
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Generates
the IRS Forms 5498-SA and 1099-SA information and transmittal for submittal to the IRS via magnetic media
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Contains a complete Electronic IRA Forms Platform System
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Prepares IRA Disclosure Projections
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Prepares TISA Account Disclosures
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Can calculate and project RMD amounts
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Prepares numerous RMD reports
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Can calculate Pre-59½ Substantially Equal Periodic Payments
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Contains in excess of 200 IRA, SEP, SIMPLE, Roth, CESA and Self-Directed
forms that can produced on your printer
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Operates with industry-standard hardware and software
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Can interface to your Host System (optional)
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Is a proven cost-effective system offering easy set-up and maintenance
