Summer Release of TOTAL Planning Suite
A new version of TOTAL Planning Suite has been released! This version includes a new shortage solution in both Easy Money and Golden Years. This shortage solution calculates the required reduction in spending to make up a capital shortage in retirement.
Easy Money now includes
This new solution is the first shortage solution included in Golden Years. In addition to the new solution, the Retirement Summary report has been redesigned. This report now displays key retirement assumptions, compares the amount needed for retirement to the amount available, and the new shortage solution if the clients are projected to have a retirement shortfall.
Automatic update notifications for the summer release will be turned on shortly.
You can also update to the latest version (5.0.193) now!