Scenario Analysis FAQ
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      2. Scenario Analysis Information
      3. Scenario Analysis FAQ

      Do you have any sample Scenario Analysis Reports?

      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.

      2024 Sample Scenario Analysis