Tax Clarity

Information related to our tax-efficient retirement planning software

• How can the "Personalized Disclosure" Statement be added in Tax Clarity?
• What is a Qualified Longevity Annuity Contract (QLAC)?
• Are Life Expectancy changes coming to RMDs?
• What is a Qualified Charitable Distribution (QCD)? Can it lower my Taxable Income?
• What is "IRMAA" in Tax Clarity?
• What is a "Tax Torpedo" in Tax Clarity?
• How does one "read" the tax map in Tax Clarity?
• Does Tax Clarity identify Roth conversion opportunities?
• Why are there intermittent spikes to 100% in the Rate on Next Dollar tax map?
• Why is Tax Free Interest a 'stand alone' input in Tax Clarity?
• Can capital losses be carried forward for tax purposes?
• How do I update/add my corporate logo and photo in Tax Clarity?
• How do I get started with Tax Clarity?
• How do I access the Tax Clarity seminar presentation?
• Has my broker dealer approved the use of Tax Clarity?
• How do I add Income InSight to my Tax Clarity subscription?
• How does Tax Clarity account for state income tax?
• How can delaying your social security decision be beneficial?
• What sort of data is needed to input to run a Tax Clarity Analysis?
• Are sample Tax Clarity reports available?
• Has Tax Clarity been updated to reflect the new 2018 tax returns?
• Where do I find the seminar in Tax Clarity?
• Are the first $77,000 of long-term gains taxable? I thought they weren't.
• How are taxes tabulated in Tax Clarity?
• Can I use Tax Clarity for ACA planning?
• How is the Effective Marginal Rate (EMR) defined?
• What is Provisional Income? How is it calculated?
• Are Long-Term Capital Gains taxable? At what threshold?
• Do capital losses wipe out qualified dividend income?
• What does the gray portion of the Tax Map represent?
• My Broker/Dealer does not allow us to give tax advice. How can we handle that issue?
• Does Tax Clarity adjust for the Tax Cuts and Jobs Act sunset?
• Do you offer any case studies for young single $500,000 + income earners?
• Are Required Minimum Distributions (RMDs) necessary with a retirement the same year as reaching 70.5?
• I want to build a Roth conversion scenario as an example to show potential clients. Could you help me put that together?
• What tax year is used for income levels applied against Medicare?
• If you have negative gains left over in 2018 does that transfer to following years? If so, what are the limits?
• Does Tax Clarity work with working people or only with retirement tax plans?
• What is the difference between Tax Clarity and Bloomberg BNA?
• Can Tax Clarity account for the exercise of stock options?
• What do I do after creating a base case?
• How do I create more than one scenario?
• Where do I input line items from a tax return?
• Why does a partial percentage appear on the Tax Clarity Map?