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.
Resources
Financial planning software, guides, articles, and more.
Blog & Articles
How to Manage Multiple Inherited IRAs in Moneytree Plan
The Inherited IRA feature in Moneytree Plan allows you to enter multiple Inherited IRAs.
Retirement, Market Uncertainty, and Monte Carlo
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...
Money Tree Software Going Paperless!
We’re excited to announce that we are furthering our continuing efforts to be green by switching to paperless invoicing!
2019 Tax Updates in Effect for Silver and TOTAL
With the new year, the IRS has released its adjustments to taxes in 2019.
Annuities in Moneytree Plan
Annuities in Moneytree Plan 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 Moneytree Plan’s powerful features.
New to TOTAL Desktop – Live Capital Projection Graph
With the newest version of TOTAL Desktop advisors are now able to open a retirement projection graph during data entry. This graph allows advisors to actively see how each change affects a scenario.
2018 Retirement Plan Limits Announced by IRS
The IRS announced the retirement plan limits for 2018.
How to Integrate Redtail CRM into Moneytree Advise
Redtail CRM is integrated into Moneytree Advise. Advisors get client planning details directly from their Redtail data.
Retirement Plan Required Minimum Distributions (RMDs)
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.
TOTAL – Report Calculation Overhaul
The development team here at Money Tree is overhauling the calculation engine used in TOTAL.