Sarasota Firm DeepVest Launches Financial Planning Tools for Social Security
1 report, 1 independent
Updated Thu 00:00
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What happened
DeepVest, a firm based in Sarasota, launched a new financial planning module called PlanLab. This module includes deterministic calculators for topics such as Social Security claiming, Roth conversions, and required minimum distributions. The PlanLab module is provided with the DeepVest platform at no extra cost.
From investmentnews.com
Why it matters
The software consolidates a household’s finances into one interactive plan spanning 11 domains, including retirement, taxes, and estate planning. This allows financial advisors to trace how decisions in one area, such as delaying retirement, might affect other parts of the client’s finances.
From investmentnews.com
Who's involved
- Social SecurityThe program whose benefits are calculated by the new software.
- Social Security AdministrationThe government agency responsible for administering the program addressed by the software.
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The entities involved
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Sarasota
city in and county seat of Sarasota County, Florida, United States
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Social Security
political party in Israel