Tax Clarity® Demonstration

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Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions. Learn how to use Tax Clarity in your financial planning practice in this recording of a live demonstration.  

 

Tax Clarity in Portal (1)

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