Resources

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.

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.

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. 

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.