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Financial planning software can help you and your clients find perfect ways to earn more money. Here's a selection of top packages to help you find the perfect solution for your clients' needs.
The All-Star Line-Up. BNA Income Tax Planner, BNA Software, 1231 25th St., NW, Washington, DC 20057, $495; with Fifty State Planner, $890. Available now for either Windows or plain DOS (the DOS version is called BNA Income Tax Spreadsheet), BNA's planner lets you project federal income tax for up to 10 years. With the optional Fifty State Planner, you can do the same for all 50 states, the District of Columbia and New York City. It calculates regular, alternative minimum and capital gains, self employment, lump sum and estimated taxes and lets you input data from K-1s and 1099s. Along with the Income Tax Planner, BNA sells a Corporate Tax Planner and Estate Tax Planner.
Easy Money Plus, Money Tree Software, 1753 Wooded Knolls Dr., Philomath, OR 97370, (503) 929-2140, $500; Golden Years, $500; Retirement Solutions Plus, $250. Easy Money Plus prepares the key pieces in a client's financial plan, including net worth, cash flow, retirement, survivor, education funding, estate taxes and income taxes. It uses questionnaires to create its reports.
Golden Years produces a 52-year projection of assets, income, expenses and income taxes using a Lotus 1-2-3 for Windows template.
Retirement Solutions Plus supplies nine programs that cover lump sum and early retirement distributions, 401 and IRA accumulation accounts and other retirement issues.
ExecPlan, ExecPlan, Inc., 777 Alexander Rd., Princeton, NJ 08540, (609) 987-5000, $1,995. ExecPlan's estate-planning features let you draw up asset distribution plans. Using a flowchart, you move assets between family members and the program recomputes the results.
ExecPlan also offers federal and state tax planning, retirement and education planning, stock option analysis and cash management. You can do investment planning, draw up a capital needs analysis in case of...