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Product Update:  Capital Gains and Cost Basis Display


In the coming days, Advizr will add viewable details for capital gains tax in the account details section of the Balance Sheet. Taxable Investment Accounts will now display the Short-Term and Long-Term Capital Gains Tax being paid each year along with the Cost Basis at the end of the year.

As a reminder, you can adjust the Turnover RateLong-Term Capital Gains Ratio and Cost Basis in theAccount Details tab of the Taxable Investment Account.

Advizr hosts bi-weekly updates sessions. To view the January 28th call, click here


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Process Guide

Fact Finder

As of April 15, 2017, a retirement plan must be submitted with IRA sales using Advzir, eMoney, or Naviplan. The plan must include current income, current assets, current liabilities, risk tolerance, retirement goals, protection analysis (covers life, long term care, and disability insurance gaps or coverages).