Features

Tax Efficient Distribution Planning: At it’s core, Distro creates the method for minimizing taxation on retirement income. The Distro algorithm takes into account a client or prospects entire financial picture, then creates the specific process to distribute assets throughout retirement to create the least amount of tax liability.

Easy to Understand Reporting: Along with creating the specific method for reducing taxes, a PDF report can be generated to share with a client or prospect that shows the taxes that would be paid using the conventional account ordering method (taxable, pre-tax qualified, then Roth), and how much would be saved using the Distro optimization method.

Interactive Platform: The Distro platform allows for changes to be made in real time to create various scenarios so a client can see the full picture of their retirement tax situation

Unlimited Adaptability: Distro’s algorithm allows for it’s uses to be limited only by an advisor’s creativity. Determine ideal times for Roth conversions, map out potential payouts for a business or asset sale, create an ideal structure for charitable giving, etc.

Account Aggregation: The Distro dashboard can provide a snapshot of all incomes and accounts, along with their tax treatments, making it a convenient location to see all of a client’s financial information in one place.