Like our bonuses, this month’s features are giving 120%!
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(1) Increase 401k/403b catchup contributions at ages 60-63, (2) Employer 401k/403b contributions may be elected to be roth. Talking Points – SECURE 2.0 eMoney Enhancements.docx, Blog post updated as SECURE ACT 2.0 updates are released
Questions? Josh Belfiore, Matt Rogers, Paul Guris, Andy Stonefield | Released February 7th.
This gives advisors the ability to add Transfer-on-death (TOD) and beneficiaries to Cash and Taxable Investments. When TOD is added to the title of a Cash or Taxable Investment account, this effectively acts as a beneficiary designation, thereby allowing this account to avoid probate. Upon the account owner’s death, assets pass to the entity specified in Primary Beneficiary field during estate processing. Read more…
Questions? Andy Stonefield, Josh Belfiore, Matt Rogers | Releasing February 28th
This release involves modernization and increased accessibility (ADA) for the Assets, Income Tax, and Retirement Planning report families. Also included: Modernized/accessible 5 Year Cash Flow report. Read more…
Questions? Anand K., Josh Belfiore | Released February 7th
This feature allows advisors to attest that a plan has been reviewed/accepted with a client and necessary steps are being taken to implement techniques applied in the plan. Read more…
Questions? Sachin Bindal, Josh Belfiore | Releasing March 7th
This feature makes it so that only those Model Portfolios that are used in the plan will be displayed in the Assumptions Fact Summary, Assumptions Fact Details, Growth Rates Fact Summary and Growth Rates Fact Details reports – both in online view as well printed reports/presentations. This is important as it reduces the length of these reports which previously displayed all available model portfolios even if irrelevant to the client in context. Read more…
Questions? Arjun Padmanbhan, Josh Belfiore | Releasing February 28th
This update automatically suggests, within the dedicated funding sources area, the 529 whose beneficiary matches the person the expense is associated with. Read more…
Questions? Andy Stonefield, Josh Belfiore | Releasing February 28th
19 New Client Connections since 2/1/23!! USERVOICE
Check out the full inventory here à Read more…
Questions? Pam Still | Released February 1st – February 22nd
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