How-To and Q&A User Webinar – Tax Center Review (March 2022)

Apr 4, 2022

Because of the complexity of retirement income plans and Federal and state tax codes, “tax-smart” distribution planning can be wickedly complex.
In this webinar we discussed tax-related features in Income Lab, including the Income Lab Tax Center. We reviewed the different distributions scenarios available in the software and the range of data that advisors can use to help clients make well-informed retirement income decisions.

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