Taxrift Features

Compare lifetime impact of tax strategies.

Your clients ask about Roth conversions. You’re not sure if conversions are best this year, or later.

Taxrift analyzes the lifetime impact of Roth conversions – not just the current year impact.

So you can be confident your advice is comprehensive.

*Screen mock up of software client home page with results*

*Screen mock up of software conversion/ harvesting this year report*

Show up game plan in hand.

You know you're doing Roth conversions – now what? You’re left unsure how to properly implement.

Taxrift provides you step-by-step action plans on exactly what to do. Every year.

Take action with confidence and ease.

Show your six-figure value.

Clients always want to see more value. You know you provide it, but it can be hard to quantify at times.

Taxrift shows exactly how much money you save them by implementing your tax planning strategies.

So you get back your time and focus on what matters most.

*Screen mock up of software initial comparison report page?*

Tech Specs

Tax Planning Analysis

  • Roth Conversions
  • Capital Gain Harvesting
  • Sequence of Withdrawals
  • Conversion Funding Source Analysis
  • TCJA Sunset
  • And more!

Reporting

  • Yearly action plan
  • Roth Conversion Schedule
  • Capital Gain Harvesting Schedule
  • Withdrawal Analysis
  • Lifetime Cash Flow
  • And more!

Customization

  • Build your own scenarios
  • Compare tax law changes
  • Completely white label
  • Custom portfolio assumptions
  • Convert to certain tax thresholds
  • And more!

Free 10 day trial. No credit card required.

Join the thousands of advisors doing advanced tax planning.

Free 10 day trial. No credit card required.