Is TOTAL Planning System right for your business?

TOTAL Planning System is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a TOTAL Planning System demo, technical support, product or pricing information or to simply to compare TOTAL Planning System with competitive options? Quickly get answers and the information you need.

Strategic Solutions is the base module of the TOTAL Planning System, and is included with your purchase of the TOTAL Planning System. Strategic Solutions focuses on providing quick analysis for specific questions; and allow you to quickly enter the data on a specific problem, get the answers, and present the solution in a clear and concise report. You can use this module to calculate:

  • Required minimum distribution strategies
  • 72(t) distributions for early IRA withdrawals
  • Compare taxable account to deductible retirement plan
  • Lump sum versus five-year distribution or IRAs
  • Single-life or joint pension distribution
  • Monte Carlo simulations
  • Taxes during retirement
  • Costs of delayed start to savings

Other Applications

The following applications are designed to work hand-in-hand with Strategic Solutions:

"Strategic Solutions" is part of the TOTAL Planning System line of products, developed by Money Tree Software.

Related Products

The following software product lines are also offered by Money Tree Software: