August News: What's Next for Silver & TOTAL - More Improvements Coming, Silver Annuity Survey, Eclipse Impact 8/21 and Roth IRA Conversions.
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August 2017 News

Planning Notes | Software | Events | Tech Tip  

August News from Money Tree Software

What's Next: More Improvements Coming to Silver and TOTAL

With Silver's latest version released last month featuring top voted improvements, it's even easier for advisors to develop and deliver big-picture financial planning. The changes have been well received by advisors planning with Silver, and more improvements are yet to come. The next focus for Silver is improving the client access system, making it easier for the client to use and more flexible and robust for the advisor. The reports will also be updated with small changes to the design, improving readability.  

A new version of TOTAL is set to be released, featuring new detailed cash flow reports, allowing advisors to demonstrate year-by-year, line-by-line changes to income and expenses. The new reports include a total age span of ten years, broken into two reports displaying a five year period. In addition to the new detailed cash flow reports, the online edition will include expanded What-If data and the ability to update state tax rates anytime.

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Silver Annuity Survey - Share Your Feedback


Silver - Take a Quick Annuity Survey 

If you plan with Silver and model annuities in client plans, please share your thoughts by taking this quick annuity survey to help evaluate increasing annuity modeling in Silver. Your feedback is greatly appreciated. 

Support and Service Impact 8/21


Solar Eclipse - Monday August 21st

Money Tree Software is located in Corvallis, OR, which as luck would have it lies along the path of totality for the upcoming solar eclipse. This rare experience is expected to draw as many as 400,000 visitors to the area. This will impact customer service and support on the 21st.

Steps to Convert an IRA to a Roth IRA

Tech Tip

TOTAL - Roth IRA Conversions

Converting an IRA to a Roth IRA is simple, thanks to TOTAL's highly flexible planning data. Illustrating a conversion requires scheduling withdrawals from the IRA and additions to a Roth IRA. The conversion steps are the same for the main scenario data and the What-If.

View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

TOTAL - Desktop Edition | Online Edition | Easy Money | Golden Years

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