by Raygar | Apr 30, 2024 | News
Last week you may have seen our exciting launch of SIPS new features under SIPS Advanced. Which feature are our advisors most excited about? The one that stands out as being in high demand is clear: automated tax rate calculation. Why is automated tax rate calculation...
by Raygar | Apr 16, 2024 | News
For the past year we have been speaking to our advisors, gathering feedback and working behind the scenes to save you time, amplify the value of your SIPS plans, and enrich the planning experience for your clients. We’ve begun delivering towards that vision...
by Raygar | Feb 13, 2024 | News
We’re thrilled to share some exciting news with you all: PlanScout has officially partnered with Tucker Financial Group to help independent advisors grow their business. Read the full press release here. For those who may not be familiar, our mission at...
by Raygar | Dec 21, 2023 | News
As we gear up to bid farewell to another year, it’s time to dive into the financial forecast for 2024! The IRS has spoken, and we’ve got the inside scoop on the contribution limits for retirement plans and other noteworthy cost-of-living adjustments....
by Raygar | Dec 21, 2023 | News
Could outsourcing plans be your secret to success? As an advisor in today’s fast-paced industry, it’s all too easy to get caught up in the chaos and lose sight of what truly moves the needle in your business. From delivering high-quality financial plans to...
by Raygar | Nov 21, 2023 | News
A win-win: Maximize your tax savings & make your giving go further Charitable donations not only contribute to causes you and your clients care about; they are a smart play to boost your wealth. You might discover that you can boost your giving by 20 percent or...
