Our Tax Map allows you to run alternative scenarios in comparison to the base effective marginal rate. Tax Clarity also offers features to compare the tax impacts of self-employment, pass-through income, and the saver's credit.
Tax Clarity generates an easy-to-understand PDF report of your recommended withdrawal strategies. You can share this PDF with your clients and outline all inputs, data, and assumptions with actionable results.
With Tax Clarity, you can easily create and review alternative withdrawal strategies to ensure your clients are making the most tax-efficient decisions.
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