New Feature: Penny
Upload and analyze 1040s.
Summarize client tax situations and surface observations instantly.
Explore marginal rates and Roth conversions interactively.
Compare detailed strategies and see tax impacts to take long-term plans into today's actions.
But it's not just tax! Learn More ↗
New Tech Preview: AI Plan Updater
Upload documents and automatically update client plans, maintain compliance, and replace key data. Learn More ↗
Distribution Method:
The ability to combine a stretch distribution with a lump sum. For certain kinds of beneficiaries of inherited IRAs and retirement accounts, in certain situations, this is the required distribution approach.