Annuity

Maintain and track annuity, IRAís and settlement options.

Primary functions include:

Cash values & transaction history

Statements

Deposits

ACH Deposits

Deposit Reminders

Deposit Letters

Withdrawals

ACH Withdrawals

Monthly Annuity Checks

Interest only checks

Settlement options

Minimum Distributions

Penalty calculations

Calculation of 1099Rís and 5498ís