Product Overview
Tax Clarity
Tax Clarity helps you show your clients how to make the most tax-efficient retirement decisions. Use the software to view a client's tax landscape for any given year, uncover hidden opportunities to create more valuable retirement income strategies , quickly and easily identify Roth conversion opportunities, and compare different strategies.
Specifications
Understand tax-saving opportunities in retirement
With Tax Clarity, you can help clients visualize their tax landscape and quickly identify sub-optimal situations. Use the software to show clients how to make retirement decisions in the most tax-efficient way. Master the software to show the impact of Roth conversions and run multiple reports to demonstrate the tax landscape over time.
Optimize Social Security claiming strategies
Your clients may think that claiming Social Security benefits as early as possible is the right choice. With Social Security Timing, you can help optimize your clients’ Social Security claiming decision and increase their retirement value by up to $100,000.
Evaluate portfolio risk
Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to suboptimal investment allocations. With SmartRiskTM, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes.
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