AdvisorCal · Tools
Tax Burden
Analysis
New analysis →Lifetime tax projection on a retirement portfolio: federal income tax, IRMAA premium surcharges, and the SECURE Act 10-year heir tax estimate. Includes the widow's-penalty bump for MFJ households.
Run for a household · pre-filled
Open Tax Burden Analysis with their data already in.
Pick a household. ages, balances, filing status, income, and goal all flow into the form. When you save the run, you’ll be asked whether to display the results on the client page.
No households yet add one and you’ll see them here.
Run separate from a household
Open Tax Burden Analysis with a blank form.
Use for one-off math, what-if conversations, or scenarios you don’t want tied to a specific household. Nothing saves to a household until you choose to.
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