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With MasterPlan you can easily, quickly, and
accurately model any of your clients’ present or future financial
transactions. From staged pay-in limited partnerships to complicated
business transactions, you'll be able to expertly evaluate all the
financial effects of unusual or complex transactions using a model
you design specifically to meet the needs of your clients. In addition,
you can keep a library of these models for future use with other clients.
MasterPlan can treat almost any asset as a retirement
asset. You can tell it to liquidate an asset at retirement, to stop
ongoing contributions to the asset, and to stop reinvesting income
from the asset—or not to take any or all of these actions.
Add this modeling facility to our capabilities
such as our what-if scenarios and tax calculations, and you will
see why MasterPlan is the most powerful and flexible planning package
on the market.
You can design buys, sells, and refinances
for any number of assets or float new loans in virtually any month
in any year and in any combination you wish—and all without
actually affecting your clients' present situation.
For example, in your what-if scenario you may
sell stocks in a client's portfolio, refinance loans, and buy new
investments. MasterPlan will automatically net all capital gains
and losses, carry the loss forward (if appropriate), and reflect
all changes on the client's Balance Sheet and Income Statement.
MasterPlan will evaluate the total strategy for its combined effect
on your client’s income taxes, cash flow, and net worth into
the distant future.
With MasterPlan, all income, income tax, cash
flow, retirement plan, and balance sheet calculations are done to
a client's life expectancy–up to 99 years from now. Even though
everybody's crystal ball is cloudy after a few years, this feature
will keep you from missing the different consequences of taxable,
tax-deferred, and tax-exempt income. You can evaluate the "Total
Picture" with investments that have significant impacts beyond
the projection limitations of other financial planning software programs.
MasterPlan allows you to contrast the long term results of different
strategies and put comparisons of assets with different tax treatments
on an equal basis.
You can help your clients save or make money
by timely notification of dangers and opportunities. You can sort
by up to 10 fields, such as birthdays, assets, or liabilities. From
there, print a phone list, or use mail merge to produce labels or
letters.
See Also Main Product Topics...
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