Resources

Announcing some big changes at Moneytree and a product release on September 1, 2020!

Tax Rates as Entered in TOTAL Online:

HSAs can now be entered in Moneytree Plan! 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.

The Inherited IRA feature in Moneytree Plan allows you 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!

Tax Rates as Entered in TOTAL Online:

With the new year, the IRS has released its adjustments to taxes in 2019.