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Product Comparison Chart  
 
Package name
Silver

TOTAL Planning Suite™


Individual application
Silver Financial Planner™
Easy Money™
Golden Years™
Strategic Solutions™
Distribution Solutions™
Client Type
Tell me NOW
Tell me ALL
Tell me DETAILS
Special needs
Special needs
Program type
Goal based
Goal based
Cash flow based
Special reports
Retirement Distributions
Net Worth current year reports
Three formats
Three formats
   
   
Net Worth projected for all ages
   
   
   
   
Liquidity Analysis
   
   
   
Cash Flow current year report
   
   
Cash flow shown for all ages
   
   
   
Retirement NeedsAnalysis
   
Solves for additions or rate needed
   
   
   
Survivor Life Insurance Needs
   
   
   
Solves for current AND future needs
   
   
   
   
Social Security calculated w/ override
   
Education funding
   
   
Disability needs
   
   
   
Long Term Care
   
   
   
Employee Stock Options (ISO, NQSO)
   
   
   
Income Tax (See details below*)
Estimated
   
Monte Carlo Simulation
   
Estate planning
   
   
Asset Allocation
   
   
Risk tolerance questionnaire
   
Audit trail (printed on the report pages)
   
   
   
Asset Projection by tax treatment
   
Defined benefit pension plans
Defined contribution plans
Maximum contribution indexed
IRA only
   
   
(continued below)
Silver
Easy Money™
Golden Years™
Strategic Solutions™
   
*Income Tax details 
   
Federal income tax & FICA computed
Estimated rate manually entered
Current year, then estimated rate
Full tax calculation every yea
Income tax only

Estimated rate and IRA rate tables
State income tax computation
Estimated tax rate assumptions
Current year, fully bracketed
Every year fully bracketed
   
   
AMT, Capital Gains, Dividends
   
Current year
Every year
   
   
High earner phase outs
   
Current year
Every year
   
   
Indexed tax rates, phase outs etc.
   
Current year
Every year
   
Social Security Taxation calculations
   
Current year
Every year
   
Special Reports or features



Required Minimum Distributions
72(t) pre 59 ½ distributions
   
Manual
Manual
Roth Conversion  (with $ or % conv, multiple options)
   
Manual
Manual
   
Lump Sum Distribution (Vs. IRA or Annuity payout)
   
   
   
Effects of Inflation illustration
   
   
   
Elderly Tax Illustration (5 year proj.of CF, Tax, assets)
   
   
   
Accumulation Comparison (4 rates of return)
   
   
   
Retirement Plan Comparison
   
   
   
   
Retirement Plan Exchange
   
   
   
   
Pension Max (Single vs. Joint life pension)
   
   
   
Cost of waiting to fund retirement
   
   
   
   
Age Change Event Tables
Change income, expense, rates & tax items multiple times.
   
   
Asset Classes
   (# of user definable classes)
12
21
21
   
   
User customizable default rates
   
   
User customizable allocation percents
   
   
Number of Graphs and Charts
5
26
25
20
7
Number of report pages
50
164 (Incl. 45 appendix pages)
141 (Incl. 24 support pages)
96
68
Quick Entry Wizard 
   (10 minute data entry)
   
Secure Online Data Survey 
   (Internet data entry)
   
Print to PDF or any Windows printer
Import/Export data
Link to Albridge, Silver Financial Planner™, Outlook, Laser App, dbCAMS, custom connections and MANY more
   
   
Download Stock/MF prices from Internet
   
   
 
 
 
 
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