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.

SECURE Act Updates are Live

Businesswomen analyzing data togehter in teamwork for planning and startup new project.

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.