Get Free Trial Schedule a Demo

Acquire new clients with a conversation on tax efficient distributions

Posted by Shuang Chen on September 30, 2016

Are you capturing new clients with tax-efficient drawdown strategy conversations? Is your practice not growing as fast as you would like?  Are you missing that unique story that captures prospects attention?

We might have an answer for you.

Read More

Simplifying Tax Modeling in Retirement Planning

Posted by Shuang Chen on March 26, 2016

There is no denying that our U.S. tax system has become mind-numbingly complex, but it is equally true that tax expenses can represent a significant portion of many clients’ overall expenses in their retirement plan. While it is impractical to incorporate all the tax details in your clients’ retirement plans, it is absolutely critical to be able to reasonably account for tax expenses in the retirement plans you prepare.

Read More