7 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Tax Planning
MoneyGuide's Tax Planning feature enables advisors to have deeper conversations with clients regarding different
strategies and show the potential impact of each across personalized retirement plans.
Based on the client's goal – whether it's to lower taxes during retirement, improve lifetime tax savings, or maximize
the amount to their heirs – add the applicable strategy, and immediately see the impact on the client's plan, including
probability of success and overall tax savings.
Lines represent tax brackets
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Bar graph represents sources of taxable income
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The strategies can be implemented to fill a specific bracket
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Identify the lifetime tax savings from a strategy
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For illustrative purposes only. Not based on actual client data.
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