IRA Disclosure Projections

IRA Disclosure Projections - DISCLOSE

Easily Customizes IRA Projection Schedules

The use of pre-printed IRA projection schedules no longer works for many IRA custodians. The reasons - manu custodians are changing termination and transfer fees, and imposing early withdrawal penalties larger than the historical amounts of 3 or 6 months of simple interest.

With DISCLOSE, no matter what the interest rate, compounding method, or penalties and fees you will have the projections you need immediately.

 

The IRS may assess a penalty of $50 for each incorrect IRA disclosure statement.