Money Tree is now Moneytree, and a whole lot more!
Announcing some big changes at Moneytree and a product release on September 1, 2020!
State Income Taxes Updates for 2020
Tax Rates as Entered in TOTAL Online:
CARES Act Updates Out Now
Changes for the CARES Act have now been released for all programs. The CARES Act was passed in March 2020 to help relieve financial burdens caused by the coronavirus. Among the various elements of the act, there are a handful of changes that affect taxes and required distributions from retirement accounts. Most of these changes […]
Feature Focus: HSAs in Moneytree Plan
HSAs can now be entered in Moneytree Plan! In the program they will be included in the list of Retirement Plans such as 401k’s, IRAs, Roths, etc.
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?
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.