Social Security Timing helps optimize your clients' Social Security claiming strategy. See the exact year and month the client should claim, and see the month, year, and the amount that the client will receive when they pass the earnings test. Increase their retirement value by up to $100,000. Read Capterra reviews about Social Security Timing.
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Read Capterra reviews about Tax Clarity.
Income InSight has the elements advisors need to create a comprehensive retirement strategy: tax, income need, and Social Security. Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. Leave a Capterra review about Income InSight.
SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Read Capterra reviews about SmartRisk.
Most wealth management clients don’t think ahead when it comes to the tax impact of their incomefalse