Updated Articles

  1. Tax Calculation Option: Adding Income and Expenses into a Structured Income Plan

    Discover how to create and configure tax calculations for incomes and expenses within a hypothetical structured income plan. Correctly setting up these options is essential for accurately forecasting your effective tax rate. This three-part guid...
  2. Troubleshooting: "social security information is blank." Error Message

    This article addresses the error message that you may receive that says 'social security information is blank' when adding Social Security income on the Structured Income Planning page without prior entry on the Client Dashboard Incomes page....
  3. Tax Calculation Option: Adding Assets into a Structured Income Plan

    Discover how to create and configure tax calculations for common structured income plan assets (brokerage, IRA, Roth) from the client dashboard. This three-part guide covers Initial Setup , T ax Option Configuration , and  Verifying the Projec...
  4. Part Three: Forecasting Effective Tax Rates While the Client is in Retirement and Social Security Starts Up

    This is the third part of a four-part article on the Cash Flow and Tax Advisor Calculator. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate betw...
  5. Add Scenario Feature on the Cash Flow and Tax Advisor Page

    The Add Scenario button on the Cash Flow and Tax Advisor page is a feature that will add new scenarios to the page.  Below is a step-by-step guideline on how to add a new scenario to the page. To learn more about the Cash Flow and Tax Advisor ...
  6. Part One: Forecasting Effective Tax Rates While the Client is Working

    This is the first part of a four-part series describing the cash flow and tax advisor calculator feature. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to dis...
  7. Advanced Tax Planning: Other Schedule 1 Income a K1 Hypothetical Example

    Under the Advanced Tax Planning feature there is a way you can model additional tax liabilities and credits that are not captured in other places in the structured income plan so  that  you can calculate future tax estimates as accurately as po...
  8. Advanced Tax Planning: Other Schedule 1 Income: An Employer Match 401(k) Hypothetical Example

    Within the tax advance planning function, there are multiple ways you can show an employer match 401k distribution. Below is the step-by-step guideline for showing an employer match 401k distributions using the Other Schedule 1 Income column in t...
  9. Advanced Tax Planning: Approximate State Tax %

    Under the Advanced Tax Planning feature there is a way you can model additional tax liabilities and credits that are not captured in other places in the structured income plan so  that  you can calculate future tax estimates as accurately as po...
  10. Advanced Tax Planning: Tax Credits

    Under the Advanced Tax Planning feature there is a way you can model additional tax liabilities and credits that are not captured in other places in the structured income plan so  that  you can calculate future tax estimates as accurately as po...