Additional Modules

	Contributions - This program allows you to save a record in spreadsheet format of your client's past contributions as well as your client's employer contributions. The record can include more than one contribution for each year and allows you to identify the company and year for each contribution. This information can be automatically pasted in the MEA program if desired.
	Memos - This program allows you to keep up to 9 separate notepads for each client or employer group. These notepads are automatically attached so you do not have to keep up with them separately. You can keep whatever information is useful to you here. It could include family data, phone numbers, appointments, employer matching schedule, whatever.
	Retirement Alternatives - Calculate how much money it would take to provide a specific income for your client either now or in the future. You have the option of choosing from:
	Preservation of Capital
	Liquidation
	Annuitization
	Retirement Planning - Put it all together, social security, pension, current savings and see how much your client needs to save now to meet his/her retirement needs. Includes a graphical breakdown of retirement income sources. Inflation, social security and pension increases can be calculated separately for the most accurate projection possible. Vary the earnings rate for investment and see the effect on the required monthly savings.
	Risk Tolerance - Calculate the risk tolerance for yourself or your client. A simple generic test will give you a starting point for discussion with your client.
	W-4 Calculator -No need to pull out a W-4 form to see if your client is taking the appropriate number of deductions, use this program based on the W-4 form itself.
	Federal Tax Estimate - What will the effect of your tax deferred savings plan have on your client's 1040? See a before and after presentation of the annual tax bill when you have a tax deferred saving plan. Play what if, and look at many different scenarios with the click of your mouse.