Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Experience a contemporary 401(k) without intermediaries. If your current provider is listed here, we may be able to cut your fees by 40% or even more. Simply send us your fee disclosure, also known as a 408b2, from your existing provider. If you're unsure how to find this document, don't hesitate to call us for assistance. Remember, the Department of Labor mandates that plan sponsors regularly benchmark their plans, ensuring you meet your fiduciary responsibilities. As you aim for a secure financial retirement, it's essential to assess whether your 401(k) is on the right track. Our team member will provide you with a free “side-by-side” fee comparison, illustrating how elevated fees could affect your account balance in the long run. Take the initiative and transition to America’s Best 401(k) today. There are no conversion fees, and our dedicated team ensures a seamless transition throughout the process. The sooner you make the switch, the sooner you can start enjoying the benefits of your savings. Don't wait; the path to a more prosperous retirement could begin with a simple phone call.
Description
Effectively forecast anticipated tax payments, capital gains, and taxation for both residents and nonresidents. Throughout the year, prepare for tax consequences stemming from events such as marriage, Roth conversions, and stock transactions by utilizing the Income Tax Planner. Our established history of being first-to-market ensures that you can have confidence in our integration of the most recent tax laws. With precision and efficiency, we provide clients with a comprehensive view of their tax scenarios, including detailed analyses and side-by-side comparisons. Develop precise, professional, and impactful strategies that aid clients in minimizing their tax burdens while making informed choices. Seamlessly model and address intricate tax situations with ease. Leverage Bloomberg Tax & Accounting's esteemed expertise, along with current calculations, thorough analytics, and projections, to determine the most advantageous strategies for your clients' tax, investment, and retirement planning needs. This empowers clients to navigate their financial future with clarity and assurance.
API Access
Has API
No
API Access
Has API
No
Integrations
Rightworks
No
Pricing Details
$400 Quarterly
0.40% of account balance annually
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Americas Best 401k
Founded
2012
Country
United States
Website
americasbest401k.com
Vendor Details
Company Name
Bloomberg Tax & Accounting
Country
United States
Website
pro.bloombergtax.com/income-tax-planner/
Product Features
Product Features
Tax Planning
Detailed Savings Calculations
No
Export Branded Proposal
No
Export Branded Tax Plan
No
Multi-Entity Planning
No
Multi-Year Planning
No
Proposed Legislation Planning
No
State & Local Planning
No
Strategy & Scenario Comparison
No
Tax Return Diagnostics
No
Tax Return Scanning
No