Holistiplan’s Videos

Build a Roth Projection | Step-by-Step Guide

from Holistiplan / Added 5 months ago 2,460 1 0

This video tutorial walks through building a Roth projection in Holistiplan, covering how to enter assets, income sources, expenses, and assumptions like inflation and life expectancy. It explains…

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Quick Tour - Roth Projection Tool

from Holistiplan / Added 5 months ago 17 1 0

Get a step-by-step look at how to build a complete Roth projection in Holistiplan. In this walkthrough, Aaron Graham shows how to input client assets, wages, Social Security, pensions, and expenses…

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Year-End Planning - where P&C Insurance Fits Within Tax Planning

from Holistiplan / Added 5 months ago 12 1 0

Year-End tax planning and insurance perspectives.

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Quick Overview - Holistiplan's Income Annualizer

from Holistiplan / Added 5 months ago 3,160 1 0

We walk through how the Income Annualizer tool streamlines Scenario Analysis by transforming pay-stub details into accurate, annualized income for more precise planning. This feature automatically…

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Solve for Max_AMT

from Holistiplan / Added 4 years ago 102 0 0

Tax Explainer Introduction

from Holistiplan / Added 3 years ago 966 0 0

A deeper dive into our new Tax Explainer report, available to premium subscribers

QCD Explainer Introduction

from Holistiplan / Added 3 years ago 485 0 0

An introduction to the Qualified Charitable Distribution (QCD) report available to premium subscribers

Feature Announcement - Premium Subscriber Explainer Reports

from Holistiplan / Added 3 years ago 34 0 0

Today we released three brand new reports to our Premium subscribers. We think they will help you dig into the details with your clients in a way that they'll understand, and with no extra effort…

April 26, 2021 Office Hours Webinar Recording

from Holistiplan / Added 3 years ago 22 0 0

A recording of the live "Office Hours" meeting we held with subscribers on Thursday, April 22, 2021. Following are timestamps for each question covered: 00:00 Introductions 06:05 How do…

Unemployment Compensation Exclusion - 2021 Action Plan

from Holistiplan / Added 3 years ago 18 0 0

This video details a Unemployment Compensation Exclusion - 2021 Action Plan

American Rescue Plan Act Phaseouts

from Holistiplan / Added 3 years ago 19 0 0

The American Rescue Plan Act of 2021 has some major AGI phaseouts to be aware of.

Holistiplan Demo

from Holistiplan / Added 3 years ago 196 0 0

Extended Full Product Demo, dated May 2020