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Help Center | 877.844.7213
Retirement Planning
Solutions
Knowledge Base
My Account
Account Setup
Get Started
Data Entry
Software Illustrations
Retirement Planning
Social Security
Taxation
Roth Conversions
Planning Techniques
Risk
General
Insurance
Retirement Planning
Information related to Retirement Income Planning
Social Security
Retirement Benefits Explained
Spousal Benefits Explained
What are differences between the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)?
How do military retirement benefits affect Social Security benefits?
How does a client obtain their historical earnings to create a benefit estimate using the historical earnings feature of Social Security Timing?
What is the difference between Social Security Disability Insurance and Supplemental Security Income?
What is a Social Security "Totalization Agreement"?
How do I apply for Social Security benefits?
Does Social Security recognize Common Law marriages?
Earnings Test Explained
Can Social Security benefits be received retroactively?
Can an application for Social Security benefits be withdrawn or suspended?
What Social Security benefits are available to survivors?
What happens if you file for a survivor benefit before full retirement age?
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Taxation
Can capital losses offset qualified dividend income?
What are long-term capital gains and how are they taxed?
How Are Social Security Benefit Taxes Calculated?
Effective Tax Rate versus Effective Marginal Tax Rate
What is income-related monthly adjusted amount (IRMAA) and how is it illustrated in Tax Clarity?
What is a "Tax Torpedo" in Tax Clarity?
What is the Net Investment Income Tax (NIIT)?
What is a Qualified Charitable Distribution (QCD)? Can it lower my Taxable Income?
Can capital losses be carried forward for tax purposes?
How does Covisum software account for state taxes?
How is the Medicare Surtax calculated in Tax Clarity?
How does Tax Clarity illustrate the saver’s credit?
How do you determine total taxable income in Tax Clarity?
How are taxable Social Security benefits illustrated on the Tax Map?
Which effective marginal rates are displayed in Tax Clarity?
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Roth Conversions
How does one "read" the Tax Map in Tax Clarity?
How do I illustrate a Roth conversion?
How does Tax Clarity help me identify Roth conversion opportunities?
Planning Techniques
Can Income Insight account for QLACs within calculations and analysis?
How are loans from a Defined Benefit Plan handled in Income InSight?
What is defined as a rollover in Income InSight?
Where in Income Insight, will I see the taxation on a Roth conversion?
"Stretch" IRA
What is a Qualified Longevity Annuity Contract (QLAC)?
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Risk
How does SmartRisk calculate the expected return?
What are "Equity Glide Paths"?
Is loss aversion the same as risk aversion?
Understanding SmartRisk: An Advanced Approach to Portfolio Risk Measurement
How Does SmartRisk Calculate an Expected Return?
What Type of Holdings Will SmartRisk Consider in the Risk Analysis?
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General
How are required minimum distributions (RMDs) calculated?
How Do I Show Clients the Impact of the SECURE Act?
Insurance
Premiums on Permanent Life Insurance Policies With Long-Term Care (LTC) Riders
Social Security
- Retirement Benefits Explained
- Spousal Benefits Explained
- What are differences between the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)?
- How do military retirement benefits affect Social Security benefits?
- How does a client obtain their historical earnings to create a benefit estimate using the historical earnings feature of Social Security Timing?
- What is the difference between Social Security Disability Insurance and Supplemental Security Income?
- What is a Social Security "Totalization Agreement"?
- How do I apply for Social Security benefits?
- Does Social Security recognize Common Law marriages?
- Earnings Test Explained
- Can Social Security benefits be received retroactively?
- Can an application for Social Security benefits be withdrawn or suspended?
- What Social Security benefits are available to survivors?
- What happens if you file for a survivor benefit before full retirement age?
See more