Tax Clarity is now easier to use than ever! Covisum builds software specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. Tax Clarity is now deeply integrated with our retirement planning platform, Income InSight®. If you're using both tools, you can seamlessly navigate from multi-year Tax Maps in Income InSight into Tax Clarity for deeper Tax Map analysis of any given year. What else is new?
Use Tax Clarity during every annual client review meeting to look at the tax landscape for any given year without creating a new case. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with your clients.
Your free trial includes the same access to our expert support team as our paying subscribers. Differentiate yourself in the market place and add measurable value to the retirement strategies you produce. Get started now!
Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates.