Review Detail
Overall rating
2.9
Company
4.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
2.0
Asset Allocation
1.0
LTC-College Planning
3.0
Estate Planning
1.0
Silver Tree Review
Great for simple retirement plans, software does present problems for more complicated plans.
User Review
The Bad
I usually have to create an excel spreadsheet to handle unique retirement plan such as nonqualified deferred comp.
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