Advisors can strengthen their value to existing and potential clients by showing how to make retirement decisions in the most tax-efficient way
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. To talk taxes with clients, you don’t have to know all of the complicated interactions between different tax provisions and different types of income.