4 new features in Tax Clarity help advisors make an impact for their clients 

Everyone in the financial services industry is talking about how the changes to the tax law will impact clients, and the most prepared advisors will be able to capitalize on this enormous opportunity.

With Tax Clarity®, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. 


Posted in Tax Clarity, New Resources, Tax Cuts and Jobs Act, New Tax Law, New Features

Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

Your one-stop reference for tax acronyms, brackets and more

Looking up tax brackets or what certain acronyms stand for can eat up a lot of time, interrupt your workflow and possibly even irritate clients during a meeting.

Tax Clarity’s Quick Reference Guide organizes some of the most commonly needed items for holistic retirement planning all on a single, easy-to-read page, keeping you focused on your clients and their retirement plans.


Posted in Free Download, Tax Clarity, Free Trial, New Resources

New resources added to Tax Clarity

Our team cares about your business growth goals and we've been hard at work creating content and materials to help you along the way. With all the discussions about tax law in the news, we wanted to let you know about some new resources we've added to Tax Clarity

Top advisors use Tax Clarity to create a landscape view of tax for their clients. Tax Clarity instantly calculates your client’s effective marginal tax rate and lets you view alternates so that you can guide your clients to make


Posted in Marketing, Tax Clarity, New Resources, Grow your business