Deliver effective tax planning in just a few clicks
No client plan is the same, so no tax strategy will be the same. Use a software that adapts to your clients' needs, and deliver powerful visuals to demonstrate your value.
Roth Conversion Modeling
Use our intelligent tool to model Roth conversions up to ordinary income, capital gains, or Medicare premium brackets. Get more granular by specifying dollar amounts, account percentages, or fully converting assets via Roth conversions.
Tax-Efficient Withdrawals
Determine which tax-efficient withdrawal strategy aligns best with a client's plan. Easily implement different withdrawal sequences into the plan and illustrate the impacts of any changes.
Asset Location Strategies
Control the allocation of a client's equity across their taxable, tax-deferred, and tax-free accounts. Seamlessly integrate this strategy into the financial plan to incorporate the shifts in account balances in asset allocation over time.
Identify Top Tax Strategies
Use the "Solve for Top Strategies" button to account for each client plan’s intricacies and show the different paths to achieve maximum tax adjusted ending wealth. Choose whether this includes Roth conversions, equity allocation, and/or withdrawal sequence strategies.
Simplify Tax Concepts with Intuitive Visuals
Tax Allocation BreakdownStrengthen client confidence by clarifying their tax liability and the distinctions between their tax-exposed and tax-advantaged accounts.
Ordinary Income OverviewBuild trust and understand a client’s tax picture through powerful, intuitive visuals. Educate clients on what matters most to help them plan for a secure future.
End-of-Plan Wealth ComparisonsDemonstrate the impact of strategic tax planning on end-of-plan wealth and how it may lessen heirs’ tax burden. Easily show the increase in tax-free assets as a result of a proposed plan.
Upload Tax Returns
With a few clicks, securely upload tax returns as a single PDF. Tax Analyzer uses OCR technology to scan the tax return and redact sensitive data before saving files for your analysis. Efficiently propose line item changes to demonstrate immediate value to clients.
Income Tax Summaries
Easily walk through a client's taxable income composition, highlight their effective tax rate, and visualize their investment income efficiency.
Highlight Key Thresholds
Easily highlight contribution limits, phaseouts, and other income tied thresholds. Identify the impact that your proposal would have on qualifications for thresholds within individual year's tax returns.
Projected Tax Returns
View mockups of the 1040, various schedules, alternative minimum tax form, and taxable Social Security form for each year and across each proposal.
Tax Planning Software Built for Today’s Advisors
In a fast-moving and constantly changing tax planning environment, RightCapital provides advisors with intuitive tax planning tools that are adaptable to each client plan.
- Real-time modeling for tax-efficient distribution strategies
- Built in OCR scanning & tax return analysis
- Easy-to-understand visuals that illustrate tax impacts
- Seamless integration with the full financial plan
- Designed for efficiency & ease of use
Start Driving Client Success Today
- 20-minute 1:1 virtual demo
- 14-day free trial
- Ask any questions