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 a game changer?
Time-saving:
Save valuable time and money by cutting out tedious manual calculations! With automated tax rate calculation, you’ll save heaps of time, allowing you to focus on what truly matters.
Discovery and Education:
Uncover hidden, optimized tax savings with the best Roth conversions, exploring IULS opportunities, and intelligently sequencing your strategies with just a click of a button.
Ditch your tax calculators:
Stop pivoting between multiple tools when estimating tax-rates and building plans in SIPS, just let SIPS do it all with a click of a button.
Say goodbye to manual calculations and hello to the future of tax planning!
Stay tuned for more details on how you can leverage this incredible feature to its fullest potential and discover our other new and improved SIPS features.
Built for advisors, by advisors
We value your input. Your feedback has been instrumental in shaping these enhancements. We invite you to share your thoughts with us as we strive to continuously improve SIPS. Thank you for your ongoing support!
Warm regards,
CEO & Founder of PlanScout
Ps. Want to connect? Feel free to book a meeting with me now and follow PlanScout on LinkedIn.
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We provide outsourced financial planning services for licensed financial advisors, enabling them to accelerate their growth by delivering visually engaging and comprehensive financial plans within just 3 business days.
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