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.