CRM
Tax Strategy Pro
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Choose a planning module
Each module is a standalone client-ready presentation.
Module 1
Qualified Plan Distributions
Show the tax impact of different distribution strategies
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Module 2
Effective Use of Distributions
Optimal sequence: taxable → tax-deferred → tax-free
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Module 3
Roth Conversion Ladder
Year-by-year conversions and lifetime tax savings
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Module 4
Roth Conversion at Death
Protect heirs from the SECURE Act 10-year rule
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Module 5
Multi-Generational IRA
Maximize wealth transfer through three generations
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Module 6
RMD + IRMAA Awareness
Project RMDs age 73+ and Medicare surcharge triggers
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Module 7
Qualified Wealth Transfer
IRA → life insurance for SECURE Act-aware legacy
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