Covisum Social Security Timing vs. Tax Clarity

Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Core features: -Quick, accurate, easy Social Security strategy identification and comparison -View alternate Social Security strategies -Break-even chart to see which strategy produces the best result over all life expectancy combinations -Marketing tools, including a client-facing seminar, brochure, and direct mailer example -Access to awesome support, industry expertise and training

Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Use Tax Clarity during every annual client review meeting to look at the tax landscape for any given year without creating a new case. Easily show the tax impact of different plan decisions.