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.
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)
