Name
Jane Investor
Income
$500,000
State
California
Age
35
35
Age
California
Female
Owner
ESTIMATED TAX SAVINGS
$100,600
DEATH BENEFIT
$1,701,539
ANNUAL TAX-FREE INCOME FROM AGES 71 TO 85
$299,328
ACCUMULATED WEALTH AFTER 15 YEARS
$0

Your Wealth Building Snapshot

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
Income $500,000 $500,000 -
Long-Term Capital Gain Income $0 $0 -
Total Income $500,000 $500,000 -
Retirement Deduction $0 $0 $0
Conservation Easements $0 $200,000 ($200,000)
Adjusted Gross Income $500,000 $300,000 $200,000
Estimated Taxes $251,500 $150,900 $100,600
Estimated Taxes after Credit $251,500 $150,900 $100,600

Conservation Easements

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.

CONTRIBUTION AMOUNT

$50,000

CONSERVATION TAX DEDUCTION

$200,000

Leveraged Life Insurance

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.

Total Client Cost (5 years)
Total Bank Cost (10 years)
$50k
$50k
Year 1
$50k
$50k
Year 2
$50k
$50k
Year 3
$50k
$50k
Year 4
$50k
$50k
Year 5
$100k
Year 6
$100k
Year 7
$100k
Year 8
$100k
Year 9
$100k
Year 10
TOTAL CLIENT COST (5 YEARS)

$250,000

TOTAL BANK COST (10 YEARS)

750,000

Tax-Free Income at Retirement

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.

Age 71$299k
Age 72$299k
Age 73$299k
Age 74$299k
Age 75$299k
Age 76$299k
Age 77$299k
Age 78$299k
Age 79$299k
Age 80$299k
Age 81$299k
Age 82$299k
Age 83$299k
Age 84$299k
Age 85$299k
ANNUAL RETIREMENT INCOME (15 Years)

$299,328

TOTAL TAX-FREE RETIREMENT INCOME

$4,489,920

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