Planner List

Written by Louryn Butler
Updated 1 week ago

To view a list of all strategies, click on Planning in the left-hand navigation menu.

The list will display the strategy name, associated risk level, and the entity type for which each planner is available.

To view a strategy in more detail click on the Go to The Page button. 

From the planner pages you will find information on the tax code section, who can use the strategy, how it works, how to employ, tax planner pro rankings and entity availability. 

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