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Identify Tax Opportunities

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.

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Tax Clarity Tax Map

Simple Data Entry

Enter your client’s data to create a base case.

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TC Entry

Communicate Easily to Clients

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.

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Tax Clarity Retirement Reports

Create Alternative Scenarios

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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Tax Clarity Alternate Strategies

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