Golden Years

Advanced Cash Flow Planning

Cash Flow Planning: Detailed Distribution Phase Reporting

Provide ALL DETAILS of your clients DISTRIBUTION years with Golden Years. Golden Years is an optimized cash flow based application for clients who need fine-tuned detail and highly accurate tax analysis. Golden Years focuses on providing the details of asset growth, income, expenses, and taxes. Designed to help retirees or pre-retirees plan their later years with an unusual degree of accuracy and completeness. Golden Years is integrated with Easy Money through the TOTAL Planning Suite’s highly flexible input platform.

Try Silver with the Secure Online Planning Survey! Secure Online Planning Survey is a web based data gathering tool, which allows your clients to safely enter their data online and send it to you. When you receive the data, you can import it directly in TOTAL Planning Suite.

Initial Purchase Price $895 / Annual Renewal $350

> Comprehensive before and after tax cash-flows
> Model irregular income and expense cash-flows
> 10,000 Monte Carlo simulations, including option for Fat Tail
> Detail capital accumulation and drawdown
> Detailed yearly tax calculations, including AMT
> Unique "Audit Trail" feature, for fast verification of calculations