Guides, strategies, and analysis for retirement planning professionals
Advisor Summary: Roth conversion planning software models multi-year conversion strategies across tax brackets, IRMAA thresholds, Social Security taxation, and state...
Advisor Summary: A retirement paycheck is a specific monthly dollar amount your client can spend, backed by a documented plan...
Advisor Summary: Retirement cash flow planning maps every dollar of income and expense across the full retirement timeline, showing clients...
Advisor Summary: The best Roth conversion software for financial advisors in 2026 depends on practice type. For retirement distribution specialists,...
Advisor Summary: The TCJA did not sunset. The One Big Beautiful Bill Act (OBBBA) permanently extended the lower rate structure...
Switching from MoneyGuidePro: What Advisors Need to Know Advisor Summary: MoneyGuidePro’s market share dropped from 33% to roughly 23% between...
Advisor Summary: A Roth conversion moves pre-tax IRA money into a Roth IRA, paying income tax now to eliminate future...
Advisor Summary: The 2026 IRMAA brackets impose Medicare surcharges of $1,148 to $6,936 per person when MAGI exceeds $109,000 (single)...
12-minute read Advisor Summary: RightCapital is one of the best comprehensive financial planning platforms available, rated 8.40 by T3 and...
read Advisor Summary: RightCapital is a comprehensive financial planning platform built around Monte Carlo probability, with broad coverage across accumulation,...
read Advisor Summary: MoneyGuidePro (now Envestnet MoneyGuide) is a comprehensive financial planning platform built around Monte Carlo probability. Income Lab...
read Advisor Summary: Income Lab and T. Rowe Price Income Solver are both top-3 retirement distribution planning tools in the...
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