Cheshire Wealth Manager Version 2010A incorporates a Roth Conversion Analysis that provides the ability do a specific comparison, with resulting cash flows, for a full or partial Roth conversion and and also gives the ability to enter different tax rates in future years. This version also includes the 2010 annual economic update.
The system also provides the ability to enter different tax rates in future years and users can model a client moving to a different state in the future or illustrate a worst-case scenario for future tax rates
Full licenses are required for each financial advisor while anyone who assists a financial planner in using and working with the application needs an assistant license. The Security Infor Service license gives users access to that service, power in part by Morningstar.
Price: $900 per year (full license); $150 per year (assistant license); $170 per year (security info service license.Cheshire Software: (800) 734-6734. www.cheshire.com, This email address is being protected from spambots. You need JavaScript enabled to view it.
