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Analysis of specific tax planning opportunities such as the impact of tax-sensitive retirement spenddown strategies systematic partial Roth conversions etc. Historically most planning software has been very limited in its ability to illustrate tax planning strategies leading advisors to adopt standalone tools like BNA Income Tax Planner.
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These are high-end software solutions and are priced accordingly.
. One possible third option is Lacerte Tax not reviewed here. This is an Intuit software product similar to ProSeries. Lacerte Tax has native integration with QuickBooks SmartVault Intuit Link.
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