Tax Clarity
4.5
11
Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates.
Use Tax Clarity during every annual client review meeting to look at the tax landscape for any given year without creating a new case. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with your clients.
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Tax Clarity Plan
Monthly
79
per month/per advisor
Includes all core features!
Show Clients a Tax-Efficient Retirement
Instantly calculates the effective marginal tax rate
Compare alternate tax distribution strategies
Unique Tax Map to identify tax opportunities
Gain insight into unseen opportunities to add dollars to a retirement plan
Access to awesome support, industry expertise, and training
Marketing tools, including a client-facing seminar, brochure, direct mailer example, CPA introduction letter
Yearly
899
per year/per advisor
Includes all core features!
Show Clients a Tax-Efficient Retirement
Instantly calculates the effective marginal tax rate
Compare alternate tax distribution strategies
Unique Tax Map to identify tax opportunities
Gain insight into unseen opportunities to add dollars to a retirement plan
Access to awesome support, industry expertise, and training
Marketing tools, including a client-facing seminar, brochure, direct mailer example, CPA introduction letter