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- Help Center
- Scenario Analysis Information
- General Administration and Editing
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Getting Started at Holistiplan - 101
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Deeper Dive at Holistiplan - 201
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Holistiplan Basics
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Holistiplan Academy - Upload Breakdown
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Billing and Subscription Information
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Tax Report Information
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Scenario Analysis Information
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Tax Letter Information
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Insurance Risk Management
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Security
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Explainer Reports
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Cash Flow (beta)
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Integrations
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Roth Projection Tool
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2025 Pricing
Do you have any sample Scenario Analysis Reports?
The Scenario Analysis is Holistiplan's tax projection tool. Use the PDF below to show clients and prospects what it looks like.
Sample Scenario Analysis printout, showing prior year (2023) tax return information, current year (2024) baseline amounts, a Roth conversion scenario, and the "comparison/change" column.