Join us for FinTech Tuesday: Covisum experts showcase how to get the most out of our software solutions. In this 4-part webinar series, you’ll learn how Income InSight and Tax Clarity can help financial advisors build better retirement income strategies for clients, from Roth conversions to risk assessment.
Income InSight focuses on forward-thinking retirement income planning. The software can account for multiple sources of income, portfolio data, qualified and non-qualified income, harvesting patterns, stress testing, tax information and more. Income InSight is a comprehensive planning program ideal for anyone creating an income model for their clients as they approach retirement.
Tax Clarity considers clients’ current-year tax data to discover the effective marginal tax rate, or tax on the next dollar of income, paid by the client. Using different scenarios, Tax Clarity can calculate the impact of current-year Roth conversions or the harvesting of capital gains, demonstrating how those decisions will hit in terms of tax opportunities and consequences.
Register now for our four-part webinar series, FinTech Tuesdays. Webinars will run every Tuesday for the duration of the day, tune in on your own schedule!
And if you just can't wait, start your free trial today.
"The details the Covisum tools provide give our clients – and me – peace of mind. We are able to give our clients the clearest picture possible about what lies ahead in their financial future."
"Covisum’s trilogy of tools (SmartRisk™, Tax Clarity® and Social Security Timing®) have helped my firm with what can sometimes seem like a daunting task: providing a clear financial picture to clients and what various decisions mean to their investment portfolio, tax situation, and overall retirement income projections. Simply put, these tools are important conversation starters that can support the dialog every advisor should be having with their clients."