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- Tax Clarity
- How to use the software
Does Tax Clarity work with working people or only with retirement tax plans?
Tax Clarity can definitely be used in planning for working individuals. As an example, if a working person is nearing the thresholds for ordinary or capital gains brackets, you could create some scenarios to show some year-end tax planning regarding harvesting capital gains/losses. Maybe they want to sell some under-performing stocks to keep this year's tax liability lower…
NOTE** These are possible suggestions. All situations should be reviewed on a case-by-case basis.