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.
Use our intelligent tool to model Roth conversion 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.
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.
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.
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.
