Kelley Rating (one asterisk = lowest, five asterisks = highest):

* Ease of navigation, design of interface and learning curve ****
* Instructional documentation and help system ****
* Carries out the goal of the product as advertised ****
* Overall usefulness ****

BNA Wealth Manager is designed to address planning and analysis for retirement, insurance and disability needs, education funding, individual retirement account distribution, long-term care and gifts and estate arrangements. As stated by the publisher, this product is intended for accountants, but it should also prove useful for attorneys and financial planners by addressing the various financial planning needs of their clients. BNA Wealth Manager is essentially an integrated suite of planning modules. The IRA distribution-planning module includes Internal Revenue Code Sections 401(a)(9) and 72(t) calculations and evaluations while the trust-planning module includes grantor retained annuity trusts, grantor retained unitrusts, charitable trusts, intentionally defective irrevocable trusts and dynasty trusts. Other modules address retirement planning (including distribution planning), education planning, insurance and disability planning, long-term care analysis, gift planning and estate planning with attention to family limited partnerships, limited liability companies and corporate business entities.