01
Planning area 1
Roth conversion review
What this area gauges
Gauges whether the size and concentration of pre-tax retirement assets, together with timing considerations, may warrant a more detailed Roth conversion discussion.
See RetireTax Scan Pro in your workflow
See the retirement tax scanner demo.
Explore the ten independent planning areas used to organize a more focused retirement-tax discovery conversation.
A focused live walkthrough. No client information is needed.
Ten independent planning lenses
10
areas explained clearly
0-10
Designed around a completed 2025 tax returnlive scoring range per area
Product workflow preview
See the advisor workflow before the live demo.
These product captures use the approved fictional high-opportunity sample case and the current 2025 scoring and report pipeline. They demonstrate the workflow, not results for any real household. Use the three checks below to evaluate the inputs, indicator meaning, and follow-up workflow for your practice.
Focused completed-return intake
Whole-dollar 2025 federal return fields sit alongside intake progress and browser-session handling, keeping the initial review structured without requiring a tax-return upload.
Do I already collect the information needed?
Compare your first-meeting intake with the selected completed-return facts and household information used by the scanner.
Check the input and handoff workflow→Ten-area review dashboard
The dashboard keeps all ten planning areas independent, identifies how many warrant priority review, and orders the preliminary indicators from highest to lowest.
What does a higher indicator actually mean?
Each area stands independently. A higher score signals further discovery—not expected savings, a probability, or an implementation recommendation.
Read how indicators are interpreted→Client-ready report preview
The generated fictional report explains how to read the results, preserves the ten-area count, and frames rankings as planning indicators rather than implementation recommendations.
Can I follow a finding to its next question?
Explore the fictional report’s review prompts to see which records, assumptions, or professional coordination need confirmation before reaching a conclusion.
Explore the complete fictional report→All screenshots show a fictional demonstration case. No real client information is shown. Scores and report language are preliminary product output, not tax, legal, accounting, investment, or individualized financial advice, a tax projection, or a promised result.
View the complete fictional sample report →Planning-area overview
What each area gauges
In the live workflow, each area is scored independently from 0 to 10. A higher score means the information entered may warrant additional discovery; it is not a recommendation, guaranteed opportunity, or overall household score.
Independent scoring by planning areaHigher means more discovery may be usefulNever combined into one overall score
02
Planning area 2
Future RMD tax-bracket pressure
What this area gauges
Gauges whether future required minimum distributions, recurring taxable income, and the time remaining before RMDs begin may create future tax-bracket pressure.
03
Planning area 3
Surviving spouse tax outlook
What this area gauges
Gauges how a future change to single-filer tax brackets and deduction amounts, together with continuing taxable income, could affect the household following the passing of a spouse.
04
Planning area 4
IRMAA sensitivity
What this area gauges
Gauges whether income may be near Medicare premium thresholds and highlights when the required two-year income lookback calls for additional discovery.
05
Planning area 5
Social Security taxation review
What this area gauges
Gauges how Social Security benefits and other income sources may interact under provisional-income rules and affect the taxable portion of benefits.
06
Planning area 6
Dividend tax efficiency / capital gain planning
What this area gauges
Gauges the tax character of dividend and capital-gain income and whether taxable investment income may merit a closer tax-efficiency review.
07
Planning area 7
Charitable / QCD planning
What this area gauges
Gauges whether charitable intent, annual giving, IRA assets, and age eligibility may align for a deeper charitable or qualified charitable distribution review.
08
Planning area 8
Estate and beneficiary review
What this area gauges
Gauges whether core estate documents and beneficiary designations appear coordinated and whether a move or the passage of time may support an updated professional review.
09
Planning area 9
Retirement income coordination
What this area gauges
Gauges whether pensions, Social Security, taxable accounts, pre-tax accounts, Roth assets, cash, and withdrawal needs may benefit from coordinated income sequencing.
10
Planning area 10
Life insurance needs review
What this area gauges
Gauges whether an ongoing life-insurance need has been identified and whether current ownership, coverage, purpose, and perceived sufficiency warrant more discovery.
Important demonstration note
These descriptions explain the scanner's review areas and do not represent results for any household. In the live workflow, scores and rankings are preliminary planning indicators only. Official records and professional review control over any software output.
Read the complete software disclosures →View the fictional sample report →Review the methodology and supported tax year →Use the advisor software evaluation scorecard →Founding membership
Bring a more structured review into your next prospect meeting.
The first 25 paid founding members receive the $499 annual rate. Annual billing only, with a 30-day money-back guarantee.