Feature · what this software actually does
Tax-aware planning overlay
Plan-level multi-year tax projection — bracket fill, Roth windows, IRMAA, NIIT, AMT.
assistedSoftware drafts, a person approves.
Vendors that ship this
Leaders
- Holistiplan
- FP Alpha
Adjacent
- Rightcapital
- Income LAB
Build vs buy verdict
buy
Most planners outsource the tax engine — keeping tables current per year is a perpetual tax-table treadmill.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- Tax-overlay analysisannualPlan-level tax projection identifies Roth conversion windows, TLH opportunities, bracket-fill strategies.
Most relevant for
- HNW
- UHNW
- Family Office
Test yourself · topic quizGeneral
Multiple-choice — different from any drill above.
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