New Asset Report Family Sub Report – Tax Type Breakdown

What’s your client’s current tax allocation? How could it change over time based on your advice? With Roth accounts becoming more common than ever, helping your clients attain a healthy tax diversification with their investments can be invaluable to their financial plan.

With the new Tax Type Breakdown report, you can divide your client’s assets by the type of taxation. Now you can see a report segmenting your client’s assets into three categories: taxable assets, tax-deferred assets, and tax-free assets.

See the Tax Type sub report under the Assets Report Family.

Example of Tax Type Breakdown Report

 

Joseph Pearson

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Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.