SymPalTax
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Model & Measure Roth Conversion Strategies Now
Model & Measure Roth Conversion Strategies Now
Tax planning software for modeling and measuring the tax impact of year-end and multi-year Roth conversion strategies Tax planning software for modeling and measuring the tax impact of year-end and multi-year Roth conversion strategies

Schedule a demo today

WHAT CAN YOU DELIVER TO YOUR CLIENT?

Explore the standard features in your client deliverable by downloading the sample tax letter

Report1

Cost Benefit

What is the targeted total dollars to be converted? What is the additonal tax due to the conversion?

Download sample tax letter.


Report2

Tax Impact

Which taxes are triggered by the Roth conversion strategy? What is the impact on the required minimum distributions and portfolio composition?

Download sample tax letter.

Report3

Widow and Beneficiary Taxes

What is the impact on future widow's and beneficiary taxes?

Download sample tax letter (Beneficiary Tax).

Download sample tax letter (Widow Tax Penalty).

Report4

Tax Transparency

Avoids being a "blackbox" by providing detailed tax calculations and documentation for your client.

Download sample tax letter.


HOW THE SOFTWARE WORKS

Fast and easy

Load client data

The data input section is designed to be user friendly and is in a spreadsheet format so you can just copy and paste from a spreadsheet to load the data.

Conversion amounts and taxes

The software is designed to avoid being a "blackbox". Roth conversion and tax estimates are presented in a way that is easily reviewed for accuracy.

Generate report

Charts, tables and discussion notes are included in each section of the report. The report can be generated with particular sections included or excluded.

Engage your client

The report can be used as a digital interactive presentation to provide discussion points on the client optimal Roth conversion strategy and its tax consequences.

DIFFERENTIATE YOUR ADVISORY PRACTICE WITH OUR SOFTWARE

Meet our users

CPA

CPAs

Trusted professionals trained in providing sound income tax advice

Wealth Advisors

Wealth Advisors

Experts on preserving and managing their clients' wealth

Planners

Financial Planners

Fiduciaries trained in financial and investment planning

Attorneys

Attorneys

Legal professionals who advise on the transfer of a client's estate

Schedule a demo today.

Model a multi year Roth conversion plan based on your client's needs and goals.

Identify the tax triggers and measure the tax impact to your client.

Communicate the tax implications to your client using the software's tax report/letter templates.

See what our software can do for you over a half hour Zoom call.

  Schedule Now


PRICING

Choose a pricing plan that fits your needs.

CONTACT

Lets get in touch. Send us a message to schedule a demo.

Email: don@sympaltax.com