Playbook - Tax Smart Investing 2.0.2

Playbook - Tax Smart Investing 2.0.2

HelloPlaybook  ❘ Freeware
iOS
out of 92 votes
Latest Version
2.0.2
Safe to install
VERY GOOD User Rating

Playbook is an application that provides a structured approach to help you grow your wealth while minimizing tax liabilities, empowering you to achieve your desired lifestyle sooner.

Understanding the importance of tax advantages is crucial. The government offers yearly opportunities to increase your wealth and reduce taxes through specialized accounts like 401(k)s, IRAs, and Roth IRAs, among others.

Playbook aids in identifying missed financial prospects by analyzing your bank accounts, capitalizing on potential earnings and tax benefits that you might have overlooked. Taking timely action is imperative as these opportunities are time-sensitive.

Maximizing tax-advantaged accounts is central to the strategy. Playbook identifies eligible accounts and integrates them into your financial plan, enabling you to leverage special tax benefits associated with investments like 401(k)s, Traditional IRAs, Roth IRAs, and HSAs.

Based on your financial situation, Playbook crafts a comprehensive plan to optimize investments, tax benefits, and long-term objectives. This plan is fully customizable, allowing you to adjust risk profiles and timelines according to your individual needs.

Ensuring that your investments align with your goals, Playbook provides customizable risk profiles and diversified portfolios tailored to your plan. Whether you are new to investing or experienced, Playbook offers guidance every step of the way.

Say goodbye to uncertainty about managing your finances with Playbook's guidance towards financial freedom.

For further details, please refer to the Playbook Terms and Conditions.

PLAYBOOK APP | Starting at $19/month

  • Essential: $19/month or $179/year - Includes financial planning, financial aggregation, investment tools, and automated savings without additional fees.
  • Plus: $59/month or $348/year - Offers advanced features such as Tax Loss Harvesting, Asset Location, and Smart Withdrawals in addition to Essential features.

DISCLOSURES

  • The investment advisory service is provided through Herring Labs, Inc. ("Playbook"), which is not a registered investment adviser.
  • Investment services are offered by Herring RIA Sub, LLC ("PB Advisers"), a registered SEC advisor that is a subsidiary of Playbook but operates as a separate entity. Securities in your account are protected up to $500,000 through SIPC.
  • Brokerage services are not FDIC insured or guaranteed by a bank. Investments may involve risks and past performance does not guarantee future outcomes. For additional information and necessary registration forms, visit: SEC Adviser Info.
  • The communication does not constitute tax advice or a solicitation to trade securities. Links to external services do not imply endorsement or affiliation unless expressly stated.
  • To open an investment account, individuals must be 18 years or older and residents of the United States.

Overview

Playbook - Tax Smart Investing is a Freeware software in the category Business developed by HelloPlaybook.

The latest version of Playbook - Tax Smart Investing is 2.0.2, released on 07/04/2024. It was initially added to our database on 02/19/2024.

Playbook - Tax Smart Investing runs on the following operating systems: iOS.

Users of Playbook - Tax Smart Investing gave it a rating of 4 out of 5 stars.

Pros

  • User-friendly interface that makes it easy to navigate and find information.
  • Comprehensive resources for tax-saving investment strategies.
  • Personalized recommendations based on user financial data.
  • Access to expert advice and tips from tax professionals.
  • Regular updates on tax laws and regulations to keep users informed.
  • Community support features allow users to share insights and experiences.

Cons

  • Subscription-based model could be a deterrent for budget-conscious users.
  • Limited availability of features in the free version compared to the paid subscription.
  • Some users may find the information overly complex without prior knowledge of investing and taxes.
  • Not all investment options are covered, limiting users' potential strategies.
  • May not be suitable for very experienced investors looking for advanced tools.

Screenshots (Click to view larger)

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