Tag: tax optimization

Products November 6th, 2018

TaxHACKer Launches Retirement Solution

A new retirement plan support program from TaxHACKer seeks to simplify complex tax and pension codes to provide a streamlined solution to clients.

Products July 18th, 2018

LifeYield Announces Advantage Suite Software Update

LifeYield LLC has rolled out a fully updated edition of the LifeYield Advantage Suite software, featuring the firm’s proprietary Taxficient Score.

June 4th, 2018

Roth Conversions Part of the Tax Diversification Tool Belt

Under IRS guidance, participants can select to convert their entire pre-tax balance or a portion of it; they often have a lot of questions about the right amount to convert, and when to make the move.