Golden Years

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Golden Years provide all details of your clients distribution years. Golden Years is an optimized cash flow based application for clients who need fine-tuned detail and highly accurate tax analysis. 

Trial versions include BOTH Easy Money and Golden Years through TOTAL Planning Suite!

The reports are accessed through the TOTAL Planning Suite, which provides an integrated database and data input method for Easy Money and Golden Years.

Cash Flow Planning: Detailed Distribution Phase Reporting

  • 60 day evaluation
  • Fully functional version
  • Free tech support
  • Create real plans for real client

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