Tax Clarity Demonstration

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Clients often don’t understand the interactions between different types of income and deductions, 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. In this recording of a live demonstration, you’ll learn how to use Tax Clarity in your financial planning practice.