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 through the
highly flexible input platform.
Try Silver with the ! 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