Sophisticated financial planning tools for wealth managers and high-net-worth individuals.
Optimize income timing to minimize tax brackets
Compare annuity products vs traditional investments
Calculate business sale proceeds and tax strategies
Calculate life insurance needs for estate planning
Analyze DAF benefits vs direct charitable giving
Calculate REIT returns and portfolio impact
Analyze currency exposure and hedging strategies
Optimize Social Security claiming strategies
Optimize capital gains realization timing
Optimize 529 plan contributions and distributions
Optimize stock option exercise strategies
HSA triple tax advantage optimization
Optimize portfolio allocation based on risk tolerance
Compare pension vs lump sum options
ILIT estate planning and wealth transfer benefits
Calculate tax savings from loss harvesting strategies
Energy investment tax benefits and IDC deductions
Alternative asset investment returns and costs
Luxury asset ownership vs charter comparison
Tax benefits of land conservation strategies
Estimate estate taxes and planning strategies
Analyze Roth IRA conversion opportunities
Assess portfolio risk and volatility metrics
Calculate wealth transfer to beneficiaries
Calculate returns from private equity investments