Resources

The IRS announced the retirement plan limits for 2018.

Redtail is integrated into Silver Online. Advisors get client planning details directly from their Redtail data.

Advisors often call in with questions about how to recognize RMD's in their financial planning software. Each program calculates RMD's, with their own ways of displaying.

The development team here at Money Tree is overhauling the calculation engine used in TOTAL.

The Client Access Portal in Silver Online gets updated frequently. This post was originally written June 28, 2018. It has been updated to cover information for the current Client Access Portal as of August 1, 2018.

Communicating effectively with clients about the finer details of their finances can be a difficult task.

The question of how to handle mortgage payments in Silver comes up fairly often so this post is being updated to properly reflect the program as of July of 2018.

With our most recent update to Silver you probably noticed the bell icon labeled "Alerts" in the top right. This is part of our continued improvements to the client access side of Silver Online.

Advisors using Silver Online may choose to allow clients access to the What-If? system within the client portal.

TOTAL, Money Tree's in-depth financial planning software, now includes the Qualified Business Income (QBI) deduction available to taxpayers engaged in a qualified trade or business.

The latest release of TOTAL, Money Tree's in-depth financial planning software, features three new options available within the plan data section.

TOTAL, Money Tree's in-depth financial planning software,  captures details of clients' situations with the ability to add future changes at any age.