FINANCIAL PROFESSIONALS

Optimize Your Client's Retirement and Tax Deductions

This Retirement Deduction Optimizer gives you yet another powerful tool to help your clients optimize their retirement and tax strategy, while demonstrating the rewards of using advanced retirement planning solutions. As a financial, estate attorney, or accounting professional, your goal is to service clients, add value, and gain additive business for your practice.

WealthPRIME™ has created the WEALTH Maximizer to offer your clients a high-level view of what their retirement future can look like.

This report also briefly touches on the topic of a new 199A tax incentive that’s offered to qualifying income ranges. Often high-net-worth business owners “phase out” of various tax incentives due to higher income, but sophisticated retirement strategies offered by WealthPRIME can help. The WEALTH Maximizer offers an income review along with how retirement contributions can help lower AGI.

With just four pieces of information, you can give your clients a summary of what their retirement accumulation can look like in less than 30 seconds.

Only top retirement plan practitioners know how to properly layer multiple retirement plans so your clients can achieve wealth creation never before imagined.

Using this triple-layer strategy and an estimated 5% return, your clients can see their projected account balance five, 10, and 15 years into the future, which usually reaches into the millions.

For owners with employees, this report also shows how retirement plan contributions are allocated between owners and rank-and-file staff. Usually, owners retain the lion share of the contribution pie.

Retirement Deduction Optimizer

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