The MoneyTrax ToolBox Professional creates Results, Productivity, and Good Communication.
The ToolBox is a very important and necessary tool for anyone in the financial services industry. As you know, the world is constantly changing and finding new ways to communicate more effectively is the key to remaining at the top of your industry.
The ToolBox is designed to keep you updated with new ideas and techniques being used by many of the top producers around the country. This is a product designed by and for our system users.
Owning the ToolBox will entitle you to benefit from the many tools currently developed as well as new additions which will be sent directly to you. Also included in your annual membership are Free automatic updates for any MoneyTrax software you own.
Credit Cards:
Cost of Credit Cards
Credit Card Payoff
The True Interest Rate of Credit Cards
Financial Calculators:
Cars
Asset Appreciation
Effective Interest Rates
Compounding vs. Speculation
Windows Calculator
Wealth and Income Potential
Rule of 72
Education Funding
Comparison & Summary
1. Line Item Summary.
2. Compare Two Alternatives.
Increasing Savings Efficiency
1. In dollar terms
2. In percent terms
Return on Investment
1. For 12 periods.
2. For any number
of periods. • Increasing Tax
1. Equal Contributions.
2. Varying Contributions.
Future Value Functions
1. FV of Lump Sum Compounded Monthly.
2. FV of Lump Sum Compounded Annually.
3. FV of Monthly Deposits.
Present Value Functions
1. PV of Lump Sum.
2. PV of Monthly Deposits.
Pay Down Calculator
1. Pay Down Calculator.
2. Withdraw Specified Amount.
3. Withdraw Specified Years.
4. Four Way Income Calculator.
Inflation Calculators
1. History of Inflation.
2. Inflation Adjusted Income.
3. Inflation Estimator for fixed payments.
4. Inflation Adjusted Income and Savings.
5. Today & Tomorrow.
6. Yesterday, Today & Tomorrow.
Loans and Payments:
• Loan Payments
• Number of Periods
• After Tax Payment Calculator
Insurance:
• Life Insurance
1. Life Expectancy.
2. How Long Will Proceeds Last?
3. How Much is Enough?
4. Human Life Value.
• Term Insurance
1. Opportunity Cost Single Premium.
2. Opportunity Cost Multiple Premiums.
3. How Much Insurance do I really Have?
4. The Facts.
Net Worth:
• The Net Worth Calculator (tool) allows you to list your asses and liabilities. Then calculate your net worth.
Qualified Plans:
• IRA Lump Sum Required
• IRA Access Calculation (72 t)
• IRA Access Presentation
• Roth IRA Comparison
• Roth IRA Conversion
• Qualified Plans
1. QP Fundamentals.
2. Your Qualified Plan's Return Potential.
3. Tax Savings or Tax Deferral... Real or Apparent?
4. Qualified Plans vs. Taxable Investments.
5. What Happens To Your Money?
6. Debt and Qualified Plans.
7. The Company Match.
8. The 401K Loan.
• Required Minimum Distributions
RMD (Before Notice 1270 Feb01)
RMD (Using Notice 1270 Feb01)
Retirement Planning:
• Accumulation vs. Distribution
• Saving for Retirement
• Distribution Solution
• Estate Tax Calculation
• Estate Tax Presentation
• Life Expectancy
• Pay Me Now or Later
• Procrastination
• Retirement Income Estimator
• Retirement Income Replacement
You may also be interested in this/these product(s):
MOU - Mastery Level Subscription
$1,000.00 Add to Cart
BTS: Two-Day Basic Training School
$750.00 Add to Cart
