IRA

The IRA functions on the Tax Settings screen include:

  • IRA Activity - View IRA contributions and distributions for each tax year going back to 2016.
  • IRA Conversion - Perform a full conversion from your Traditional, Rollover or SEP IRA account to a Roth IRA account.
  • RMD Calculator - Clients now have the ability to calculate the Required Minimum Distribution (RMD) for all RMD applicable Individual Retirement Accounts (IRA).
For more information about our IRA accounts, see the IRA Information page on our web site.