Data Input
Manually enter data or import your client’s data from Redtail or TD Ameritrade VEO and view all income sources in one dashboard.
Manually enter data or import your client’s data from Redtail or TD Ameritrade VEO and view all income sources in one dashboard.
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.
Access industry news, expert insights, best practices, free downloads and more.
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