See how Covisum helps advisors compare Social Security strategies, identify tax planning opportunities, coordinate retirement income decisions and evaluate portfolio risk. Request a personalized demo to see the software in action.
Your clients may have questions about when to claim Social Security and what they could gain or give up by filing at different ages. Social Security Timing® helps you compare claiming strategies, evaluate lifetime and survivor benefits, and clearly show clients what may be at stake.
Tax Clarity® helps you visualize a client's tax landscape and identify opportunities that may otherwise be difficult to see. Evaluate Roth conversions, effective marginal tax rates and other retirement decisions, then compare scenarios to help clients understand the potential tax impact over time.
Retirement decisions rarely happen in isolation. Income InSight® helps you evaluate how Social Security, withdrawals, taxes and portfolio decisions work together over time. Compare strategies, test different assumptions and help clients understand which income sources to use throughout retirement.
You can also stress test strategies against scenarios such as market declines, longevity, healthcare events and other changes that could affect the retirement plan.
Clients do not always have an accurate understanding of how much risk they are taking or how their portfolio could perform during a market decline. SmartRisk™ helps you quantify portfolio risk, compare alternatives and communicate potential downside in terms clients can understand.
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