Current Income
Retirement Contribution
$0
Oil & Gas Investments
$0
Conservation Easements Deduction
$0
Adjusted Gross Income
$0
Estimated Taxes
$0
Estimated Taxes Saved
$0
Retirement Assets 15 Years
N/A
Annual Oil Income
$0
Annual Insurance Cost
$0
Death Benefit
$0
Annual Tax-Free Income ( - yrs)
Retirement Planning Forecast

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.

Use the blue toggle to increase / decrease your contribution

401(K)

$0

Profit Sharing

$0

Cash Balance

$0

Year 5

Year 10

Year 15

Retirement Contribution

$0

Est. Time to a Million

N/A

Estimated Taxes Saved

$0

Oil & Gas Investments

Natural Gas and Oil Investments offer a 90-100% tax deduction from your principal investment. The investment is structured to pay out monthly income with a competitive rate of return.

2021 Tax Deduction

$0

Annual Income 2022

$0

Conservation Easements

A conservation easement, in its original, legitimate form, is granted when a landowner permanently protects pristine land from development. In that scenario, the public enjoys the benefit of undeveloped land and the taxpayer gets a charitable deduction. This deduction translated to a 5/1 ratio of investment to tax savings.

CONTRIBUTION AMOUNT

$0

2.5X RATIO INVESTMENT

$0

Tax Planner

Sophisticated tax planning requires a multi-layered approach. Using your tax returns and retirement plan as the cornerstone, your tax planner synthesizes various strategies to demonstrate the impact on your adjusted gross income, and in turn, your taxes owed.

Tax Planner

Your tax planner shows the combined power your retirement plan contributions and alternative investments have on your estimated taxes saved.

Gross Income

$0

Retirement Contribution

$0

Oil & Gas Investments

$0

Conservation Easements

$0

Adj. Gross Income

$0

Estimated Taxes

$0

Gross Income

$0

Retirement Contribution

$0

Oil & Gas Investments

$0

Conservation Easements

$0

Adj. Gross Income

$0

Estimated Taxes

$0

Estimated Taxes Saved

$0

Leveraged Life Insurance

Life insurance is a popular strategy to maintain long-term security and family legacy. Instead of using your current cash flow or liquidating performing assets to pay insurance premiums, you can utilize a third-party lender. This enables you to pursue the protection strategies you desire while not putting other goals or opportunities at risk.

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.

Annual Cost without Leverage

$0

Annual Cost with
Leverage

$0

Total tax-free payment in retirement

$0

Annual tax-free income (- yrs)

$0

Death Benefit without Leverage

$0

Death Benefit with Leverage

$0

Income without leverage

$0

Income with leverage

$0

Total Cost
Asset Class Amount Percent Deductible Tax Offset Value
Retirement Contribution $0 100% $0
Oil and Gas $0 90% $0
Conservation Easement $0 0% $0
Life Insurance $0 - -
TOTAL INVESTMENT

$0

TOTAL TAX OFFSET

$0

Your Customized

Wealth Report

Congratulations! You’re just one step away from downloading your Wealth Strategy Report. This will serve as your customized roadmap to lower your taxes today so you can maximize your wealth tomorrow.