Tax Clarity

What is Tax Clarity?

Tax Clarity is a powerful tool that empowers financial advisors to optimize their clients' retirement planning and tax efficiency. This comprehensive solution enables advisors to quickly identify sub-optimal tax situations and provide clients with personalized guidance on how to make the most tax-efficient retirement decisions.

Highlights

• Calculates clients' effective marginal tax rate and highlights critical points where an additional dollar of income can significantly increase their tax burden
• Allows advisors to easily model and compare the tax impact of different financial and withdrawal strategies, enabling clients to make informed decisions
• Enables seamless integration into annual client review meetings, providing a up-to-date view of the tax landscape without the need to create a new case
• Facilitates clear communication of results, allowing advisors to save and share detailed analyses with clients