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Analyze a Client's Tax Estimate

Find the Marginal Tax Rate

View the Sample Tax Forms

Read the Simplified 1040

Model an Asset Location Strategy

Implement a Withdrawal Strategy

Model Roth Conversions

Set an Estimated Terminal Tax Rate

Solve for Top Tax Strategies

Upload Tax Returns

Review & Edit Uploaded Returns

Analyze Uploaded Tax Returns

Analyze Projected Tax Returns

Implement a Withdrawal Strategy

Click the play button below for a step-by-step tutorial on Implementing Withdrawal Strategies:

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