Comment
Status changed to:
Accepted
Based on customer feedback, we added a page to the report that compares the 2023 PSB with no action (presumably a high tax) and the 2023 with strategies (lower tax). Here is a sample.
To showcase the full tax benefit of retirement contributions (instead of the incremental increase in contributions), adjust the PSB contributions to $0 and increase the Box 1 Wages by prior year contributions, to effectively start at income before any employee contributions. Then include the full employee contribution on the strategy page, which will also reduce the Wages on the Review plan projection.