9 For illustrative purposes only. Not based on actual client data. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Analyze and Uncover Gaps
The opportunities may lie within personal tax savings, like a reduction in future RMDs or a lower tax bracket now than
in the future. Other opportunities may exist within legacy planning, such as increasing flexibility of heirs by removing
inherited RMDs, or heirs can make tax free withdrawals from the Roth.
Questions to ask:
• Do they have an immediate concern/need for tax reduction strategies?
• Are they interested in passing wealth more tax efficiently?
• Are they concerned how assets will pass to heirs?
• Are they concerned how their heirs might handle the wealth?
• Are they interested in passing wealth more tax efficiently?
Develop Plan
Wealth Studios allows advisors to interactively model advanced estate planning strategies, address client cashflow
questions prior to retirement, and model dynamic net worth over time.
Plus it can help advisors provide more tailored solutions ranging from the sale of a business to multi-generational planning
with one vendor relationship.
Income Studio
Offer clients a holistic view into their yearly income sources, including all interest and dividends from held away assets.
