Start Your Free Trial
Contact Us
Browse by topic
Search our blog

    Tax

    How the Market Downturn Could Impact Your Retirement Tax Strategies

    Now that we're facing a market downturn, it's more important than ever to make sure your clients are on the right track to make the most of their retirement income and avoid paying more taxes than they need to. Your retired clients are relying on you to help them make their funds last through these uncertain times. Here are a few specific considerations for preparing retirement income strategies for clients this year.
    Read

    Tax

    Challenging Retirement Tax Planning Situations Advisors May Encounter in a Down Market

      Client accounts are likely down right now, creating a unique set of opportunities for financial advisors. The challenge with market downturns is not knowing when they will end. Sometimes there will be multiple points that'll seem like the bottom. Given the market volatility, there are a few tax situations to watch out for. 
    Read

    Roth

    The SECURE Act 2.0 Retirement Income Planning Opportunities

    Updated Legislation Means More Changes That Advisors Need To Know The SECURE Act 2.0 is significant legislation signed into law on December 20, 2022, and is expected to have several impacts on retirement income planning. It contains several provisions designed to improve Americans' retirement security, including later required minimum distributions (RMDs), 529-to-Roth rollovers, and other tax planning opportunities.
    Read

    Practice Management

    A Robust Software Suite to Round Out Your Practice

    Most advisors come to us looking for a solution for a specific challenge. Either they are frustrated with the way they are currently operating, or they heard from another advisor about how our software can make their life easier. 
    Read

    Income Planning

    Retirement Income Planning for More Than a Nest Egg

    Between record-high inflation, recession fears, and the ongoing threat of Social Security benefit cuts, many Americans are worried about their nest eggs in the current economic environment. 
    Read

    Income InSight

    Using Tax Clarity and Income InSight in Annual Client Review Meetings

    Your job is to provide financial advice to clients. Your work is important and helpful but showing clients the value of your advice is a critical differentiator between you and the rest of the financial service providers. Good financial planning software includes visuals that make challenging concepts feel straightforward. Using Tax Clarity® and Income InSight® in your annual client meetings can give you the edge you need. 
    Read

    FinPlan Fridays

    Return Assumptions in Retirement Income Planning Software

    Lately, there have been a lot of conversations surrounding the current market state, and many retirees are worried about their investments. One of the most challenging aspects of financial planning is setting reasonable performance expectations. Of course, no one can predict the future, but the right financial planning software can help you make wise investment decisions based on available factors.
    Read

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.