February News: Tax Update Status in TOTAL, Silver 2018 Update Available Now, Join TOTAL's beta group, and Tax Treatment in Silver
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February 2018 News

Planning Notes | Software | Events | Tech Tip  


Status Update: Tax Cuts & Jobs Act Changes in TOTAL

TOTAL is being updated as quickly as possible to reflect the changes introduced by the Tax Cuts and Jobs Act. The tax rules changes means the necessary modifications to the calculations are extensive due to the level of detail that goes into the tax estimates included in the projections. Most importantly, we are working to ensure the tax update keeps true to the reliability and accuracy of TOTAL's calculations.

TOTAL Tax Update SummaryThe rule changes are built into TOTAL, including an option for advisors to assume the new tax rules sunset as set by current law or continue beyond 2025. The sunset option will also be available in the online edition's What-If system, helping communicate the long-term impact of the tax rule changes. 

The tax changes are undergoing internal testing. As soon as the testing is complete, a beta version for both the desktop and online edition will be available to beta group members. Join TOTAL's beta group for early access to the 2018 tax update featuring the TCJA rule changes.  

A printable summary the 2018 tax update is available, highlighting changes included in next release of TOTAL.

Silver's 2018 Tax Update


Silver - 2018 Tax Changes Available Now

The 2018 tax update for Silver was released January 25th. The new version includes updated estate taxes, retirement plan contribution limits and Social Security estimates for 2018. Get the latest desktop edition now or use the update notification within Silver. The online edition is updated, simply login to plan with the latest version.   

Join TOTAL's beta group


Join TOTAL's Beta Group for Early Access 

Are you interested in joining TOTAL's beta group? As a beta group member, you'll get early access to TOTAL's newest features. We'll ask you to provide feedback on the new data entry designs, calculations, and reports. TOTAL's 2018 tax update featuring the TCJA rule changes is coming soon to beta group members. 

Taxes in Silver

Tech Tip

Silver - Top 5 Things to know about Taxes

Silver keeps taxes simple by applying an effective tax rate to taxable income items, such as earned income, investment interest, pensions, and retirement plan distributions. Learn more about taxes in Silver and how to account for the recent tax law changes when setting the client's effective tax rate. 

View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

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

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