Compliance-grade RMD calculations for advisors

Build households, capture beneficiary relationships, and calculate accurate Required Minimum Distributions across IRA, 401(k), 403(b), 457(b), TSP, and inherited accounts — with the right IRS table chosen automatically.

Subscription plans

Most popular
Annual
$1,995per advisor / yr
Best value — billed once
Quarterly
$588.53per advisor / qtr
$2,354 / yr · 18% premium
Monthly
$196.18per advisor / mo
$2,354 / yr · 18% premium

Team seats

Add team members to your subscription at any time. Volume discount applies automatically on the fourth advisor seat and beyond.

  • Advisor seat (1–3)
    $1,995 / year per seat
  • Advisor seat (4+)
    $1,495 / year per seat
  • Admin / support-staff
    $495 / year per seat
Build households
Add individuals and define relationships — spouse, child, ex-spouse, more.
Smart classification
The engine picks the correct IRS table based on relationships and beneficiary designation.
Track YTD distributions
Enter amounts already taken and see the remaining RMD update instantly, with full aggregation across IRAs and 403(b)s.