Show clients how long their finances will last, and the impact of taxes on their retirement.
Generate a multi-year tax map to help determine which account to draw from, and when, as well as identify key opportunities for converting to a Roth.
Visually compare and demonstrate differences between your client’s base case and plan case on the same screen.
Test your client’s retirement strategy against a down market, Social Security benefit cuts, an early death, inflation, or a long-term care need.
Generate specific strategies, with suggested dollar amounts, for completing Roth conversions.
How can you create thorough retirement strategies that add value every step of the way?
.svg)
