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.
Resources
Financial planning software, guides, articles, and more.
User Guides
Silver Social Security Visualizer™
Social Security Visualizer TM in Silver Financial Planner evaluates the results of over three-hundred possible claiming combinations unique to each couples’ situation. The educational text, example benefit numbers, and comparison graphs provide the basis for an informed discussion of the reason and benefits for each claiming strategy.
User Guides
Silver Monte Carlo Simulation
Probability-Based Modeling Concepts
Monte Carlo Simulation is the currently accepted term for a technique used by mathematicians and engineers to find probable answers to highly complex and unpredictable equations. A large number of random trials are run. Patterns in the trials outcomes show the most likely range and concentration of results.
Blog & Articles
Help Your Financial Planning Clients Maximize Social Security Benefits
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?
Blog & Articles
SECURE Act Updates are Live
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.
Blog & Articles
RMD Start Ages in TOTAL
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.
Blog & Articles
Multiple Inherited IRAs in TOTAL
With the most recent update to TOTAL Planning Suite, the Inherited IRA feature has been updated to allow users to enter multiple Inherited IRAs.
Scheduled Maintenance – Saturday 7/27 at 9 AM PT
Scheduled maintenance will take place Saturday, July 27th, starting at 9:00 AM PDT (12 PM EDT) and lasting until 2:00 PM PDT (5 PM EDT).
Blog & Articles
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...
Blog & Articles
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!
