Release notes for version 5.0.839 - 1/27/2026 - 11:30 AM ET
You will be prompted to update upon starting TOTAL Planning Suite. If you do not see a prompt, you can download the latest version of TOTAL here: https://moneytree.com/total-planning-suite-desktop/.
If you have any questions, please access the Moneyree Help Center, or contact the Moneytree Support team by email, or call 877-421-9815 ext 0.
Release Notes
- Includes Aspire & Prosper reporting bug fixes for previous updates of Plan/Elite
- Implements rules for the The Bill Act passed in July, 2025 (see Elite v2.5 release notes for details)
- Updated tax tables, contribution limits, credits and other tax figures for 2026
- Removes the TCJA Sunset checkbox
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