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These Excel-based calculators will enable you to help your clients navigate the “new normal” of retirement and estate planning. With the enactment of the American Taxpayer Relief Act (ATRA), America has suddenly shifted from a two-dimensional to a four-dimensional tax system.
What does this mean for the practitioner? It means that virtually every financial decision now needs to be analyzed through the lens of this new four-dimensional tax system – the regular income tax brackets, the AMT, the NIIT, and the supertax. That is what the Tax Rate Evaluator software helps you do, and more.
With the Tax Rate Evaluator software, a practitioner can finally see the full picture – the effect the new tax system has on their client.
Simply enter the client’s actual or estimated financial information and the rest is done for you. The “Annual Tax Rate Evaluator,” “SID,” and “Annual Graphs” provide the tax analysis for one year. The “15-Year Projection,” “15-Year Summary,” and “15-Year Graphs” provide the projected tax analysis over the next 15 years. The “IRA Distribution Calculator” shows the IRA distributions the client will receive over their lifetime. And, the “Gain Harvesting Calculator,” “Bracket Harvesting,” “Social Security Module,” and “3.8% Surtax Module” help you apply the latest planning ideas to the new reality.
This Excel-based Tax Rate Evaluator (Calculator) includes the following modules: