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Premium Subscription Features

As part of a Premium level subscription, you will have access to additional features beyond those included in the Basic plan, including:

State Tax

  • While Holistiplan will not read or analyze state tax returns, premium subscribers have the ability to incorporate state tax projections in Scenario Analysis by manual entry. Read more about Holistiplan's State Tax projection features here: State Taxes in Holistiplan

Multi-Year Roth Projection Tool

  • The Roth Projection Tool helps determine the ideal amount to convert by modeling the tax impact over time, ensuring you minimize lifetime tax liability. Reduce future tax burdens , compare multiple scenarios, avoid Medicare and tax bracket torpedoes, and plan for tax-free growth and withdrawals.

Tax Letter

  • Our Tax Letter feature is a value add for clients and their tax professionals during the hectic tax preparation season. To see what one looks like, view a sample here: 2024 Sample Tax Letter

Explainer Reports

  • Holistiplan has four Explainer Reports that help guide client conversations in a clear and concise way. The Tax Explainer demystifies how they arrived at their tax number; the Roth Explainer is a comparison of potential long-term effects on portfolio values with and without a single-year Roth conversion; and the QCD Explainer and DAF Explainer inform the what, how, and why of key charitable strategies using the client's real numbers.

Cash Flow Visualizer

  • Premium subscribers can create Sankey diagrams to help clients visualize their cash flow. This article in our Knowledge Base describes how to create and edit these exhibits for clients: How Do I Create a Cash Flow Exhibit

Age Reminder Digest

  • Users can opt in to receive a Weekly Age Reminder Digest via email, which is a summary of clients who are reaching conversation-worthy milestones based on their dates of birth. These alerts can help facilitate proactive touches at notable and potentially actionable times.

Continuing Education

  • Premium subscribers gain access to our CFP® Continuing Education webinars to earn credit hours. Even if you are not a CERTIFIED FINANCIAL PLANNER™ interested in earning CE credits, you can still enjoy watching these webinars that dive deeper into Roth conversion strategies, Tax Planning as a Year-Round Sport, retirement plans for the self-employed, and more! 

Additional Support

If you have a question that is better answered live instead of via email, Premium Subscribers on retail subscriptions have the added option to schedule a one-on-one Quick Support Call over video conference with one of our Senior Support Specialists. These can be scheduled by clicking Help,  located on the top right-hand corner of the Holistiplan toolbar.

 

Ready to upgrade? Go to Settings > Subscription to upgrade your plan!