Tell us a little about yourself. Getting to know you will help us design your
Path to Wealth and Financial Security.
This information will help guide your path forward using the
strategies included in this program.
This information help guid your path forward using the strategies included in this
Participation in a Qualified Retirement Plan can drive lower taxes. Select the amount you
wish to contribute toward your retirement and see your real-time projected 5, 10, and
15-year balance, as well as your Estimated Time to A Million (ETM)
in accumulated plan
assets. If you would like to review your retirement plan illustration in more detail, please schedule a consultation with one of our specialists.
Profit Sharing Maxed
Cash Balance Defined Benefit Plan Maxed
We offer accredited investors the opportunity to invest into commercial and industrial solar
projects on a Tax Equity basis. This means that your capital is invested into the project
and in return you receive the tax benefits of these projects. In a typical project you can
get a tax deduction of 100-150% of the amount you invest PLUS an Investment Tax Credit “ITC”
that is 26% of the total value of the project. The tax deduction is in the form of bonus
depreciation. The ITC is a dollar for dollar credit that directly offsets your tax bill with
Natural Gas and Oil Investments offer a 90% tax deduction,
on average, from your principal investment. The investment is structured
to pay out monthly income with a competitive rate of return.
This is a set of assets, typically liquid, that the donor uses to create a charitable
foundation with. These assets are held and managed by the charitable foundation for a
specific amount of time. This type of trust is a win-win for their tax breaks and for
charities needed funding.
A Conservation Easement that qualifies for a tax deduction is considered a non-cash charitable contribution. If the property has been owned for more than a year, you can deduct full fair
market value of the property. Your maximum deduction cannot exceed 50% of your AGI, and has been automatically calculated in the toggle bar below. Your minimum contribution is $25,000 and maximum is $XXX,XXX
Your tax planner shows the combined power your retirement plan contributions and alternative
investments have on your estimated taxes saved.
Long-Term Cap Gain
Adj. Gross Income
Ordinary Income Taxes
Cap Gain Income Taxes
Life insurance strategies are the third tier in your wealth building plan. Depending on your
goals, you can either see the death benefit, or tax-free retirement income made possible by
financing your premiums, leaving your outside assets available to work for you. Actual results may vary based on individual facts, circumstances, and medical underwriting.
Adjusted Gross Income or Estimated Total Taxes can't be less than $0.
This estimates the maximum single-filing state income tax bracket for accredited investors. If you wish to view alternative tax brackets, please schedule a consultation with one of our specialists.
This estimates the maximum single-filing federal tax bracket for accredited investors. If you wish to view alternative tax brackets, please schedule a consultation with one of our specialists.
For 2022, the top tax rate remains 37% for individual single taxpayers with incomes greater than $539,900 ($647,850 for married couples filing jointly). The other rate is 35%, for incomes over $215,950 ($431,900 for married couples filing jointly).
This estimates the maximum single-filing federal and state income tax brackets plus 3.8% NIIT for accredited investors. If you wish to view alternative tax brackets, please schedule a consultation with one of our specialists
This income should include your W-2, net income from self-employment (IRS 1040, Schedule C and Schedule SE), or net income from partnership (IRS 1040, Schedule C, Schedule K-1 and Schedule SE)
Please confirm your status by selecting all that apply to you: