September News: New TOTAL release featuring 10-Year Detailed Cash Flow, Online Edition Scheduled Maintenance, Roth 401(k) in the software
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September 2017 News

Planning Notes | Software | Events | Tech Tip  

New 10 Years of Cash Flow Details in TOTAL

10 Years of Detailed Cash Flows & More in New TOTAL Release

A new release of TOTAL features detailed cash flow reports, allowing advisors to demonstrate year-by-year, line-by-line changes to income and expenses. The reports include a total age span of 10 years, broken into two reports each displaying a five-year period. The detailed cash flow reports can start at any age, and default to retirement age 

The reports include new indicators on the Retirement Capital Estimate and Cash Flow Illustration, displaying an "R" next to retirement age, and "L" next to life expectancy.  

DetailsSep2017TOTAL.pngTOTAL's online edition includes additional new features:

  • What-If Data Expansion - The powerful What-If has a new Itemized Deductions data input section and the ability to add or modify future changes for Earned Income. 

  • Password Reset via Email - The option to request a password reset via email is now available. Administrators can turn this option off under Password Policies.

  • State Tax Settings - Get the latest default state tax rates anytime using a new option, Reset All State Tax Settings. The option to reset the state tax rates is available in Settings.
TOTAL - Get the Latest Version


Get the Latest Version of TOTAL

Desktop Edition: Download and install the latest release. Notifications through the program will be turned on shortly. 

Online Edition: The Online Edition is up-to-date, no action is required. Login and start planning in the updated version. 

Scheduled Maintenance - 9/22


Scheduled Maintenance for Online Editions 9/22

On Friday, September 22nd the online editions of Silver and TOTAL will be temporarily unavailable for maintenance at 6 PM PT (9 PM ET). We have scheduled the maintenance when the downtime will have less impact on our customers. Thank you for planning accordingly.  

Roth 401(k) Treatment in Silver and TOTAL

Tech Tip

4 Things to Know about Roth 401(k)s 

Silver and TOTAL include provisions for Roth 401(k) retirement savings plans. Learn about how Roth 401(k)s are treated and essential elements to model Roth 401(k) accounts including the current value, personal additions, company additions, and RMDs. 

View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

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

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