In your personalized wealth plan below, retirement contributions coupled with your chosen alternative investment lowers your Adjusted Gross Income (AGI) by $200,000 giving you back $100,600 in wealth.
|Without Plan||WealthPrime Plan||Difference|
|Long-Term Capital Gain Income||$0||$0||-|
|Adjusted Gross Income||$1,000,000||$800,000||$200,000|
|Estimated Taxes after Credit||$503,000||$402,400||$100,600|
This is an investment into a limited partnership for Conservation Easements that will help preserve the environment while saving taxes for investors. Loss carry forwards can be used for up to 15 years.
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.
In addition to securing a much larger policy in a shorter period of time, you
will also have greater tax-free income later in life.