Tax Strategies enhancements
New
By popular demand, we've made a few enhancements to give you greater flexibility when building proposals within the Tax Strategies module.
Model normal distributions up to a specified tax bracket
Choose which accounts types are used in the proposal
Propose Roth conversions from qualified annuities
The layout of the action items was updated to reflect the additional features. To learn more about the Tax Strategies module, visit the <a...