Multiple tax strategies  New   By popular demand, you can now create multiple tax strategies and illustrate the impact of each strategy on the client's plan. Strategies can be created in the Tax / Tax Strategies tab by opening the Edit drawer from the Action Items. Each strategy can be customized to include asset location, withdrawal, and Roth conversion proposals. The tax strategy proposals can then be applied to the clients plan by navigating to the Retirement / Analysis / Action Items and selecting the Tax...