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Helpful Software Copy
Helpful Software Copy
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Financial Planning Software
RightCapital
https://www.rightcapital.com/
Good Roth Conversion report
Lower price point
Continually updating
Flip between goals-based and cash flow-based planning
eMoney
https://emoneyadvisor.com/
Robust software
Advizr
MoneyGUIDE PRO
https://www.moneyguidepro.com/ifa/
Goals-based planning software
BucketBliss
bucketbliss.com
Great visual of the bucket approach
Elements
Tax Return Software
Holistaplan
FP Alpha
Roth Conversions Software
Rightcapital’s Tax Module
eMoney
Lacerte Tax Planner
FP Alpha
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