Research Center
Guides, strategies, and analysis for retirement planning professionals
Category
Title
Type
Date
Time to Read
Software Comparisons
Holistiplan Alternative: Why Advisors Are Choosing Income Lab for Tax Planning
Advisor Summary: Holistiplan is the most widely used tax planning tool for financial advisors, with 38.92% market share in the...
Comparison
Apr 16
11 min →
Software Comparisons
Roth Conversion Strategy: The Advisor’s Complete 2026 Guide
Advisor Summary: A Roth conversion moves pre-tax IRA money into a Roth IRA, paying income tax now to eliminate future...
Comparison
Mar 23
16 min →
Software Comparisons
IRMAA Brackets 2026: The Complete Guide for Financial Advisors
Advisor Summary: The 2026 IRMAA brackets impose Medicare surcharges of $1,148 to $6,936 per person when MAGI exceeds $109,000 (single)...
Comparison
Mar 23
14 min →
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