Financial Planning Software for Advisors
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Tax Rates as Entered in TOTAL Online:
HSAs can now be entered in TOTAL! In the program they will be included in the list of Retirement Plans such as 401k's, IRAs, Roths, etc.
Most eligible retirees begin taking Social Security benefits upon reaching age 62, but is that really the best time for your client to start receiving his or her benefit?
With a day to spare, we’ve updated all Money Tree Software to reflect the changes made in the 2020 Federal Tax information and the SECURE ACT.
With the passage of the SECURE Act in December 2019, there came important changes in the timing of Required Minimum Distributions (RMDs) for retirement plans.
With the most recent update to TOTAL Planning Suite, the Inherited IRA feature has been updated to allow users to enter multiple Inherited IRAs.
Twenty years ago, Monte Carlo probability based methods found a place in the financial planning profession as advisors began to use these stochastic simulation models...
We’re excited to announce that we are furthering our continuing efforts to be green by switching to paperless invoicing!
With the new year, the IRS has released its adjustments to taxes in 2019.
Annuities in TOTAL are typically represented as either Tax-Deferred Assets or as Other Income. Adding annuities to a plan is easy and even complex annuities can be modeled with TOTAL’s powerful features.
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